Quincy Johnson
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJan 2023 to now
- Edward JonesJan 2021 to Jan 2023
- Better MortgageMar 2020 to Dec 2020
- UnemployedJan 2020 to Mar 2020
- Renewal By AndersenSep 2019 to Dec 2019
- Sleep NumberMay 2018 to Sep 2019
- UnemployedApr 2018 to Jun 2018
- Summit Funding-peoples Home EquityJan 2017 to Apr 2018
- Sleep NumberJun 2014 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7327339
- Firm CRD
- 104555