Jonathan Fasoli
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCSep 2025 to now
- Fidelity InvestmentsJun 2024 to now
- Hatherly Country ClubMay 2024 to Jun 2024
- The Home DepotJan 2024 to May 2024
- UnemployedAug 2023 to Jan 2024
- Hatherly Country ClubApr 2023 to Aug 2023
- Bed Bath & BeyondJan 2023 to Apr 2023
- UnemployedAug 2022 to Jan 2023
- Hatherly Country ClubMay 2022 to Aug 2022
- UnemployedAug 2021 to May 2022
- Hingham RecreationMay 2021 to Aug 2021
- University of New HampshireAug 2020 to May 2024
- UnemployedAug 2020 to May 2021
- Tri Construction Co. Inc.Mar 2020 to Aug 2020
- UnemployedAug 2019 to Mar 2020
- Hingham RecreationJun 2019 to Aug 2019
- UnemployedAug 2018 to Jun 2019
- Hingham RecreationJun 2018 to Aug 2018
- Hingham High SchoolSep 2017 to Jun 2020
- Hingham Middle SchoolJun 2014 to Jun 2017
- UnemployedMar 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (MA, RI, 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
- 7948975
- Firm CRD
- 104555