John Dortch
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 InvestmentsJun 2024 to now
- Enterprise Rent-a-carMay 2023 to Aug 2023
- Mellow MushroomFeb 2022 to Jun 2024
- Brixx Wood Fired Pizza + Craft BarJun 2021 to Aug 2021
- PridestaffMay 2021 to Aug 2021
- Nc State UniversityMay 2020 to May 2024
- The Cowfish Sushi Burger BarAug 2019 to Mar 2020
- Charlotte Catholic High SchoolAug 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- 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
- 7948212
- Firm CRD
- 104555