Frederick Jennings Voloshin
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2024 to now
- Wesleyan UniversitySep 2020 to May 2024
- Stop It GoaltendingJan 2020 to Apr 2020
- Great Scott's LandscapingMay 2019 to Jul 2019
- GrandyoatsApr 2019 to Aug 2019
- Granite State Hospitality, the Common Man RoadsideApr 2018 to Dec 2023
- Stonyfield FarmsMar 2018 to Oct 2019
- UnemployedAug 2017 to Mar 2018
- DhlApr 2017 to Aug 2017
- Ice Den Hockey RinkSep 2016 to Mar 2017
- Fischer Cats Minor League Baseball, Armark Food ServiceMar 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, 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
- 7948284
- Firm CRD
- 104555