John Mac Cassady
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 LLCAug 2026 to now
- Fidelity InvestmentsNov 2025 to now
- UnemployedJul 2025 to Nov 2025
- Northwestern Mutual Wealth Management CompanyFeb 2025 to Jul 2025
- Northwestern Mutual Investment Services LLCSep 2024 to Jul 2025
- Northwestern Mutual Life Insurance CompanyAug 2024 to Jul 2025
- Mens WarehouseAug 2024 to Nov 2024
- Old Dominion UniversityAug 2020 to Aug 2024
- UnemployedJun 2020 to Aug 2020
- Lake Braddock Secondary SchoolSep 2015 to Jun 2020
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 (IN, 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
- 7976978
- Firm CRD
- 104555