John Richard Makhoul

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 01/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Paramus, NJ
• 10/2016 → 01/2020
  Bank Of America, N.A.
  Paramus, NJ
• 01/2020 → Present
  Fidelity Brokerage Services Llc
  Paramus, NJ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-02-18 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Paramus, NJ
• 2016-09-01 → 2020-01-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Paramus, NJ

Exams

• S66 Uniform Combined State Law Examination
  2016-08-29
• S63 Uniform Securities Agent State Law Examination
  2001-02-22

Designations

• Certified Financial Planner

Other Names

• John Richard Makhoul
• Johnny Makhoul