James Douglas Ripley
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
- Graybar ElectricSep 2022 to Nov 2025
- Lincoln LiquorsFeb 2022 to Jun 2022
- Roche BROS. Barrel & Drum CoMay 2020 to Sep 2022
- Valley Green LandscapingApr 2020 to May 2020
- Umass AmherstJan 2020 to Apr 2020
- Middlesex Community CollegeAug 2019 to Jan 2020
- Therrien LandscapingMay 2019 to Aug 2019
- Brothers PizzaJul 2017 to May 2019
- UnemployedJan 2017 to Jul 2017
- Market BasketJul 2016 to Jan 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
- 8189636
- Firm CRD
- 104555