John A Ackerman

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

• 12/2007 → Present
  Fidelity Investments
  Wellington, FL
• 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
  Fort Lauderdale, FL
  Ft. Lauderdale, FL
• 2009-03-18 → 2018-07-13
  Strategic Advisers Llc
  Coral Gables, FL
  Wellington, FL
  Ft. Lauderdale, FL
  Ft. Lauderdale, FL

Other Businesses

OBA-9774|OrgNmn:Rental Properties|Org Addr:Davie,Florida,US|OBA Nature:2 Rental apartments|Invst Rel:Y|Title:Owner|Duties:Maintenance of property|StrtDt:10-05-10|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-12-23
• S63 Uniform Securities Agent State Law Examination
  2008-06-01

Other Names

• Andrew Ackerman
• John A Ackerman
• John Andrew Ackerman