Justin Glance
Investment adviser representative at Strategic Advisers LLC
14 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
14 years in the industry.
- Strategic Advisers LLCJan 2026 to now
- Fidelity InvestmentsJun 2024 to now
- The Savings GroupNov 2021 to Jun 2024
- The Green SolutionMar 2020 to Nov 2021
- Farmers Insurance|Oct 2019 to Mar 2020
- Outback SteakhouseNov 2017 to Jan 2018
- InstacartMar 2015 to Jan 2020
- Global Event GroupMay 2012 to Nov 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 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
- 7948996
- Firm CRD
- 104555