James Sargavakian
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
3 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 InvestmentsNov 2025 to now
- UnemployedJun 2025 to Oct 2025
- Full-time EducationSep 2024 to May 2025
- Vf Outdoor LLCJul 2024 to Aug 2024
- Full-time EducationSep 2023 to Jun 2024
- Vf Outdoor LLCJul 2023 to Aug 2023
- Full-time EducationSep 2022 to Jun 2023
- UnemployedJan 2022 to Aug 2022
- Full-time EducationSep 2021 to Dec 2021
- Wagon Wheel Farm Stand & Plant NurseryJul 2021 to Aug 2021
- Full-time EducationSep 2020 to Jun 2021
- UnemployedJul 2020 to Aug 2020
- Full-time EducationSep 2019 to Jun 2020
- UnemployedJul 2019 to Aug 2019
- Full-time EducationSep 2018 to Jun 2019
- Ymca of Greater BostonJul 2018 to Aug 2018
- Full-time EducationSep 2017 to Jun 2018
- UnemployedJul 2017 to Aug 2017
- Full-time EducationSep 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, 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
- 8189631
- Firm CRD
- 104555