John Erik Starks
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
3 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 InvestmentsDec 2023 to now
- Infocus Financial AdvisorsApr 2023 to Dec 2023
- Country Boy StoreMar 2023 to Aug 2023
- Bad Monkey West Ocean CityMay 2022 to Jul 2022
- Red LobsterSep 2021 to Mar 2022
- Ropewalk Ocean CityMay 2021 to Aug 2023
- Tokyo Steak HouseSep 2020 to May 2021
- Salisbury UniversityAug 2019 to Dec 2023
- P.B Dye Golf ClubMar 2019 to Jul 2019
- Cold Stone CreameryAug 2018 to Nov 2018
- Pump It UpAug 2016 to Dec 2016
- Oakdale High SchoolAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (FL, MD, 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
- 7732300
- Firm CRD
- 104555