James Weinblatt
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsFeb 2023 to now
- UnemployedJan 2023 to Feb 2023
- TD BankNov 2022 to Jan 2023
- Bay Park Fishing StationApr 2022 to Nov 2022
- UnemployedDec 2021 to Mar 2022
- Bay Park Fishing StationMay 2021 to Dec 2021
- Clemson UniversityAug 2020 to May 2021
- Bay Park Fishing StationMay 2020 to Aug 2020
- Clemson UniversityAug 2019 to May 2020
- Bay Park Fishing StationMay 2019 to Aug 2019
- Clemson UniversityAug 2018 to May 2019
- Bay Park Fishing StationMay 2018 to Aug 2018
- Clemson UniversityAug 2017 to May 2018
- UnemployedJun 2017 to Aug 2017
- Sanford H. Calhoun High SchoolFeb 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7697710
- Firm CRD
- 104555