Roy Isaiah

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

• 10/2020 → 04/2021
  One San Diego Financial Strategies, Inc.
  Carlsbad, CA
• 10/2019 → 02/2020
  Paychex
  San Diego, CA
• 07/2019 → 10/2019
  Rady'S Children'S Hospital
  San Diego, CA
• 06/2015 → 03/2018
  San Dieguito Unified School District
  Encinitas, CA
• 09/2014 → 04/2021
  Boys And Girls Club
  San Diego, CA
• 04/2023 → 07/2024
  Lpl Financial Llc
  San Diego, CA
• 04/2021 → 11/2022
  Christopher Weil & Company
  Carmel Valley, CA
• 12/2022 → 04/2023
  Unemployed
  San Diego, CA
• 07/2024 → 10/2024
  Premier Wealth Advisors
  Del Mar, CA
• 10/2024 → 07/2025
  Unemployed
  San Diego, CA
• 07/2025 → Present
  Fidelity Investments
  Sacramento, CA

Previous Registrations

• 2024-03-07 → 2024-08-07
  Lpl Financial Llc
  San Diego, CA
  San Diego, CA
• 2021-05-25 → 2022-11-04
  Christopher Weil & Co Inc
  San Diego, CA

Other Businesses

OBA-121429|OrgNmn:Mastro's Ocean Club San Diego|Org Addr:San Diego,California,US|OBA Nature:Hospitality |Invst Rel:N|Title:Employee|Duties:Serve food with exceptional hospitality|StrtDt:06-03-25|TotHrs/mon:48|TrdHrs/mon:0|OBA-121433|OrgNmn:Assistant Basketball Coach|Org Addr:San Diego,California,US|OBA Nature:High School Assistant Basketba|Invst Rel:N|Title:Employee|Duties:Educate and mentor adolesence in basketball and life. |StrtDt:08-16-21|TotHrs/mon:24|TrdHrs/mon:0|

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-09-11
• S65 Uniform Investment Adviser Law Examination
  2021-05-25

Other Names

• Roy Isaiah
• Roy Isaiah