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James Hill

Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
1 stateRegistered 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

13 years in the industry.

  1. Strategic Advisers LLCMar 2025 to now
  2. Fidelity InvestmentsDec 2021 to now
  3. Kimberling Mcfarland and AssociatesMay 2021 to Dec 2021
  4. Southwestern UniversityAug 2020 to May 2021
  5. Kimberling Mcfarland and AssociatesMay 2020 to Aug 2020
  6. Southwestern UniversityAug 2019 to May 2020
  7. Kimberling Mcfarland and AssociatesMay 2019 to Aug 2019
  8. Southwestern UniversityAug 2018 to May 2019
  9. Kimberling Mcfarland and AssociatesMay 2018 to Aug 2018
  10. Southwestern UniversityAug 2017 to May 2018
  11. Kimberling Mcfarland and AssociatesMay 2017 to Aug 2017
  12. Nolan Catholic High SchoolAug 2013 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (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
7403740
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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