James L. Riutta

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

• 09/2012 → 02/2017
  Wells Fargo Bank Na
  Spotsylvania, VA
• 10/2012 → 11/2016
  Wells Fargo Advisors Llc
  Spotsylvania, VA
• 11/2016 → 02/2017
  Wells Fargo Clearing Services, Llc
  Spotsylvania, VA
• 02/2017 → 07/2021
  Citigroup
  Washington, DC
• 07/2021 → 04/2022
  Wells Fargo Clearing Services, Llc
  Warrenton, VA
• 07/2021 → 04/2022
  Wells Fargo Bank, Na
  Warrenton, VA
• 04/2022 → Present
  Fidelity Investments
  Alexandria, VA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-05-31 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Alexandria, VA
• 2021-09-15 → 2022-04-19
  Wells Fargo Clearing Services, Llc
  Warrenton, VA
  Roanoke, VA
• 2017-03-20 → 2021-07-28
  Citigroup Global Markets Inc.
  Washington, DC
  Washington, DC
  Washington, DC
  Washington, DC
  Fort Mill, SC
• 2012-10-16 → 2017-02-01
  Wells Fargo Clearing Services, Llc
  Stafford, VA
  Richmond, VA
  Roanoke, VA
  Warrenton, VA
  Spotsylvania, VA
  Richmond, VA
• 2008-06-03 → 2012-07-16
  First Command Brokerage Services, Inc.
  Stafford, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-05-28
• S63 Uniform Securities Agent State Law Examination
  2008-04-24

Other Names

• Jim Riutta
• James L Riutta
• James Riutta
• James Louis Riutta