Justin Whitcome
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 LLCAug 2026 to now
- Fidelity InvestmentsNov 2025 to now
- Maryland Department of General ServicesMar 2023 to Oct 2025
- The Whiting-turner Contracting CompanyJan 2022 to Mar 2023
- Kimball ConstructionSep 2019 to Dec 2022
- UnemployedMar 2017 to Sep 2019
- The Greene Turtle Bar and GrillMar 2016 to Mar 2017
- The Whiting-turner Contracting CompanyMar 2016 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 8193222
- Firm CRD
- 104555