Richard Jefairjian
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCFeb 2026 to now
- Fidelity InvestmentsJan 2026 to now
- Bank of America, N.A.Feb 2023 to Jan 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2022 to Jan 2026
- Palermo PlumbingFeb 2022 to Aug 2022
- UberMay 2021 to Nov 2022
- LyftMay 2021 to Feb 2022
- UnemployedMar 2020 to May 2021
- Harrys Oyster BarMay 2019 to Sep 2019
- Tropicana CasinoMar 2019 to May 2019
- Borgata CasinoMay 2017 to Oct 2017
- Crab TrapOct 2016 to Apr 2017
- Stockton UniversitySep 2016 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 7667710
- Firm CRD
- 104555