James Long
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2022 to now
- Topo DesignsMar 2022 to Jul 2022
- H5h MediaFeb 2022 to Apr 2022
- Alation MediaJan 2022 to Feb 2022
- LionsgateJul 2021 to Dec 2021
- UnemployedApr 2021 to Jul 2021
- Warner BrothersMar 2020 to Apr 2021
- VansAug 2019 to Feb 2020
- Brian Gaukel Productions LLCJun 2019 to Jan 2020
- Taco MacJul 2018 to Dec 2018
- Georgia State UniversityDec 2015 to May 2019
- Camp SwampNov 2015 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7598096
- Firm CRD
- 104555