James Tanous
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.
- Strategic Advisers LLCAug 2026 to now
- Fidelity InvestmentsJan 2025 to now
- Kubes Enterprises IncOct 2022 to Dec 2024
- CollegeAug 2021 to Aug 2024
- UnemployedMar 2020 to Aug 2021
- Winter Park ResortNov 2019 to Mar 2020
- Dom Good Pizza CoOct 2018 to Nov 2019
- UnemployedJul 2018 to Oct 2018
- Dom Good Pizza CoApr 2018 to Jul 2018
- UnemployedMar 2018 to Apr 2018
- Marco's PizzaNov 2017 to Mar 2018
- UnemployedMay 2017 to Nov 2017
- Carrabba's Italian GrillJun 2015 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
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
- 8035007
- Firm CRD
- 104555