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Barry Wayne

Strategic Advisers LLC

Tinton Falls, NJ

New York, NY

CRD 5323903

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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:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-31
NY RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Tinton Falls, NJ • United States

1120 6Th Ave Avenue Of The Americas, New York, NY 10036-6700 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Ameritrade New York NY 07/2010 01/2021
Fidelity Investments New York NY 01/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2010 → 01/2021
    Td Ameritrade
    New York, NY
  • 01/2021 → Present
    Fidelity Investments
    New York, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-06-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York, NY
  • 2010-08-04 → 2021-01-11
    Td Ameritrade, Inc.
    New York, NY
    New York, NY
    New York, NY
    New York, NY
    Omaha, NE
    New York, NY
    New York, NY
    Short Hills, NJ
    New York, NY
  • 2010-08-04 → 2021-01-11
    Td Ameritrade Investment Management, Llc
    New York, NY
    New York, NY
    New York, NY
    New York, NY
    New York, NY
    Short Hills, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-08-03
S63 Uniform Securities Agent State Law Examination 2007-06-06
  • S66 Uniform Combined State Law Examination
    2010-08-03
  • S63 Uniform Securities Agent State Law Examination
    2007-06-06
Designations
  • Certified Financial Planner
Other Names
  • Barry Wayne
  • Barry Todd Wayne

View on SEC IAPD

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