John Fietze
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 LLCMar 2025 to now
- Fidelity InvestmentsJun 2023 to now
- Penn State UniversityAug 2022 to May 2023
- Grand Slam Tennis ToursMay 2022 to Aug 2022
- Penn State UniversityAug 2021 to May 2022
- Penn State UniversityAug 2020 to May 2021
- Gentle Giant Moving and StorageMay 2020 to Aug 2021
- Penn State UniversityAug 2019 to May 2020
- J.crewMar 2019 to Aug 2019
- ST. John's Preparatory SchoolAug 2018 to May 2019
- UnemployedMay 2018 to Aug 2018
- Captain's PizzaJan 2018 to Mar 2018
- ST. John's Preparatory SchoolAug 2017 to May 2018
- UnemployedMay 2017 to Aug 2017
- Valley Hockey LeagueOct 2016 to Feb 2017
- ST. John's Preparatory SchoolAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 7774263
- Firm CRD
- 104555