Joao Arruda Neto

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

• 04/2021 → 11/2023
  Charles Schwab & Co
  Paramus, NJ
• 04/2021 → 11/2023
  Charles Schwab Bank, Ssb
  Paramus, NJ
• 01/2019 → 04/2021
  Wells Fargo
  Basking Ridge, NJ
• 09/2018 → 01/2019
  Pnc Bank
  West Orange, NJ
• 06/2017 → 09/2018
  Pnc Bank
  Elizabeth, NJ
• 10/2016 → 06/2017
  Pnc Bank
  Newark, NJ
• 02/2015 → 09/2016
  Aflac
  Fairfield, NJ
• 11/2023 → Present
  Fidelity Investments
  Ogdensburg, NJ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-01-24 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Ogdensburg, NJ
• 2022-08-24 → 2023-11-22
  Charles Schwab & Co., Inc.
  Paramus, NJ

Exams

• S66 Uniform Combined State Law Examination
  2022-08-23

Other Names

• John Arruda
• John Arrudaneto
• Joao Eduardo Arruda-Neto
• Joao Arruda-Neto