John Rowe
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCJul 2026 to now
- Fidelity InvestmentsMar 2026 to now
- Costar GroupJul 2023 to Mar 2026
- UnemployedMay 2023 to Jul 2023
- Blue Ridge BankMay 2022 to Aug 2022
- University Recreation Center - James Madison UniversityAug 2021 to May 2023
- Toast New American GastropubMay 2021 to Aug 2021
- James Madison UniversityAug 2020 to May 2021
- InstacartJul 2020 to Aug 2020
- James Madison UniversityAug 2019 to Jul 2020
- UnemployedMay 2019 to Aug 2019
- Collegiate School (high School)Aug 2015 to May 2019
Exams passed
- 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
- 8237632
- Firm CRD
- 104555