John Christopher Kelleher
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCAug 2025 to now
- Fidelity InvestmentsJun 2024 to now
- UnemployedDec 2023 to Jun 2024
- Bestlogic StaffingAug 2023 to Nov 2023
- Dame's Chicken and WafflesJul 2022 to Oct 2022
- University of North Carolina At Chapel HillJun 2021 to Dec 2023
- Seton Hall UniversityAug 2019 to May 2021
- Southwestern Yacht ClubJun 2019 to Aug 2019
- San Diego Unified School DistrictFeb 2014 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7948984
- Firm CRD
- 104555