Stephanie Johnston

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

• 08/2016 → 02/2018
  Ameriprise Financial Services, Inc.
  Rockford, IL
• 02/2018 → 10/2018
  Cetera Advisor Networks
  El Segundo, CA
• 10/2018 → 04/2019
  Lpl Financial
  Crystal Lake, IL
• 04/2019 → 06/2023
  Robert W Barid
  Rockford, IL
• 08/2023 → Present
  Fidelity Investments
  Geneva, IL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-09-25 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Geneva, IL
• 2019-04-17 → 2023-07-01
  Robert W. Baird & Co. Incorporated
  Rockford, IL
  Crystal Lake, IL
• 2018-10-19 → 2019-05-10
  Lpl Financial Llc
  Crystal Lake, IL
  Crystal Lake, IL
  Holland, MI
• 2018-02-02 → 2018-10-22
  Cetera Wealth Services, Llc
  Crystal Lake, IL
• 2016-08-29 → 2018-02-01
  Ameriprise Financial Services, Llc
  Rockford, IL
• 2014-09-03 → 2016-08-22
  Raymond James Financial Services Advisors, Inc
  Beloit, WI
  Rockford, IL
• 2010-02-09 → 2014-07-11
  Robert W. Baird & Co. Incorporated
  Janesville, WI

Exams

• S66 Uniform Combined State Law Examination
  2010-02-08

Designations

• Certified Financial Planner

Other Names

• Stephanie Sue Aruta
• Stephanie Sue Aruta
• Stephanie Sue Johnston
• Stephanie S Johnston
• Stephanie Johnston