Jonathan Isael Phytrion
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2026 to now
- Fidelity InvestmentsAug 2024 to now
- Palladion ServicesJun 2024 to Aug 2024
- UpsNov 2023 to Jan 2024
- Alnylam PharmaceuticalJun 2023 to Aug 2023
- Synlogic TherapeuticJun 2022 to Aug 2022
- AmazonJun 2021 to Jun 2022
- Skidmore CollegeSep 2020 to Jun 2024
- Star Market OscoOct 2017 to Jun 2022
- UnemployedAug 2017 to Oct 2017
- Mayor's Summer Youth Employment Program (msyep)Jun 2017 to Aug 2017
- Cambridge Rindge and Latin SchoolSep 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 7974980
- Firm CRD
- 104555