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Jason Michael Droddy

Investment adviser representative at Strategic Advisers LLC
11 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

11 years in the industry.

  1. Strategic Advisers LLCMar 2025 to now
  2. Fidelity InvestmentsJul 2024 to now
  3. Lpt RealtyDec 2022 to Jun 2024
  4. Exp RealtySep 2022 to Dec 2022
  5. Coastal Properties Fl (defunct)Feb 2020 to Sep 2022
  6. Exp RealtySep 2018 to Feb 2020
  7. Bleu Palms Real EstateJun 2018 to Sep 2018
  8. Keller Williams Preferred PartnersDec 2015 to Jun 2018

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 2 states (FL, 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
7963416
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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