John Roque
Investment adviser representative at Strategic Advisers LLC
8 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
8 years in the industry.
- Strategic Advisers LLCSep 2026 to now
- Fidelity InvestmentsDec 2024 to now
- State Farm - Carla FenzelSep 2024 to Nov 2024
- UnemployedNov 2023 to Sep 2024
- TargetOct 2023 to Nov 2023
- UnemployedOct 2021 to Oct 2023
- Brightway InsuranceJan 2021 to Oct 2021
- American EagleOct 2020 to Jan 2021
- Moes Southwest GrillOct 2017 to Oct 2020
- UnemployedApr 2016 to Oct 2017
Exams passed
- 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
- 8273010
- Firm CRD
- 104555