James Szwerc

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

• 11/2015 → 05/2017
  Purshe Kaplan Sterling Investments
  Albany, NY
• 07/2015 → 05/2017
  Mcadam Llc
  Jersey City, NJ
• 08/2017 → 06/2019
  Morgan Stanley
  Mt. Laurel, NJ
• 07/2019 → 04/2021
  Citizens Bank
  Cherry Hill, NJ
• 07/2019 → 12/2020
  Citizens Securities, Inc.
  Cherry Hill, NJ
• 04/2021 → Present
  Fidelity Investments
  Merrimack, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH
• 2019-07-30 → 2020-12-31
  Citizens Securities, Inc.
  Conshohocken, PA
  Cherry Hill, NJ
• 2017-09-13 → 2019-07-02
  Morgan Stanley
  Mount Laurel, NJ
• 2016-03-07 → 2017-05-19
  Mcadam Llc
  Jersey City, NJ
  Radnor, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-03-01
• S63 Uniform Securities Agent State Law Examination
  2015-11-19

Other Names

• James Eric Szwerc
• James E Szwerc