Justin Aaron Rosenthal
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 InvestmentsFeb 2023 to now
- Coleman Research GroupJul 2022 to Feb 2023
- Charles T Meyers Golf CourseFeb 2022 to May 2022
- UnemployedAug 2021 to Feb 2022
- Coleman Research GroupJun 2021 to Aug 2021
- The Crab CrackerOct 2020 to May 2021
- Aptive EnvironmentalMay 2020 to Aug 2020
- Right Sales GroupNov 2019 to Jun 2021
- Bob EvansSep 2019 to Dec 2019
- Bob EvansJun 2019 to Aug 2019
- Unc CharlotteAug 2018 to May 2022
- UnemployedJul 2018 to Jun 2019
- Johnny's PizzaMar 2018 to Jul 2018
- Preston FlowersMar 2018 to Jul 2018
- Jimmy V's Steak HouseJun 2017 to Feb 2018
- UnemployedMay 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7704966
- Firm CRD
- 104555