Ian Franks
Investment adviser representative at Strategic Advisers LLC
14 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
14 years in the industry.
- Strategic Advisers LLCApr 2026 to now
- Fidelity InvestmentsMar 2026 to now
- J.P. Morgan Securities LLCDec 2023 to Mar 2026
- JPMorgan Chase Bank, N.A.Dec 2023 to Mar 2026
- Citizens Banks, N.A.Jul 2023 to Nov 2023
- Citizens Securities, IncJul 2023 to Nov 2023
- J. P. Morgan Chase Bank N. A.Aug 2022 to Jul 2023
- J. P. Morgan Securities LLCAug 2022 to Jul 2023
- UnemployedJul 2022 to Jul 2022
- Bank of America, N.A.Nov 2021 to Jun 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2021 to Jun 2022
- Fidelity InvestmentsJun 2021 to Nov 2021
- Fidelity TalentsourceNov 2020 to Nov 2021
- Kratos StudiosSep 2020 to Apr 2021
- Planet FitnessSep 2020 to Nov 2020
- Aldworth-long EstateMay 2020 to Aug 2020
- Montana State UniversityJan 2020 to Apr 2020
- Historic HarrisvilleNov 2019 to Jan 2020
- Aldworth-long EstateSep 2019 to Jan 2020
- UnemployedSep 2018 to Aug 2019
- The Number CrunchersJun 2018 to Sep 2018
- UnemployedAug 2012 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
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
- 7400836
- Firm CRD
- 104555