John Reyes

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

• 03/2015 → Present
  Fidelity Brokerage Services Llc
  Ann Arbor, MI
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Canton, MI
  Ann Arbor, MI
• 2015-04-08 → 2018-07-13
  Strategic Advisers Llc
  Ann Arbor, MI
• 2014-01-16 → 2015-03-19
  J.P. Morgan Securities Llc
  Redford, MI
  Livonia, MI
• 2011-08-09 → 2014-01-21
  Td Ameritrade, Inc.
  Birmingham, MI
• 2011-08-09 → 2014-01-21
  Td Ameritrade Investment Management, Llc
  Birmingham, MI
• 2005-12-10 → 2011-07-26
  Chase Investment Services Corp.
  Northville, MI
  Livonia, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-10-11
• S63 Uniform Securities Agent State Law Examination
  2004-09-23

Other Names

• John Matthew Reyes