Anna Lucille Johnson
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
1 stateRegistered 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 LLCMay 2026 to now
- Fidelity InvestmentsMar 2026 to now
- UnemployedOct 2025 to Feb 2026
- Charles Schwab & Co., Inc.Feb 2025 to Oct 2025
- HomemakerDec 2024 to Feb 2025
- Fidelity InvestmentsSep 2023 to Dec 2024
- StarbucksApr 2021 to Jul 2023
- Tall TimbersNov 2020 to Mar 2021
- TorridJun 2020 to Nov 2020
- Wells FargoJun 2019 to Jun 2020
- ChipotleDec 2018 to Jun 2019
- TorridJan 2016 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 8031032
- Firm CRD
- 104555