James Glendinning

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

• 09/2018 → 02/2019
  Raymond James & Associates
  Alpharetta, GA
• 07/2018 → 08/2018
  Northwestern Mutual
  Atlanta, GA
• 08/2016 → 07/2018
  Ewing Irrigation
  Atlanta, GA
• 01/2012 → 12/2016
  University Of Mississippi
  Oxford, MS
• 08/2019 → 10/2020
  Morris & Son Construction
  Douglasville, GA
• 10/2020 → 02/2021
  E*Trade Securities Llc
  Alpharetta, GA
• 03/2019 → 07/2019
  Unemployed
  Smyrna, GA
• 02/2021 → 09/2021
  E*Trade Securities Llc
  Alpharetta, GA
• 04/2022 → Present
  Fidelity Investments
  Covington, KY
• 10/2021 → 04/2022
  Ghk Irrigation
  Smyrna, GA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-11-02 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Atlanta, GA
  Covington, KY

Exams

• S66 Uniform Combined State Law Examination
  2023-10-20
• S65 Uniform Investment Adviser Law Examination
  2019-02-22
• S63 Uniform Securities Agent State Law Examination
  2019-02-11

Other Names

• James Glendinning
• James Arthur Glendinning
• James A Glendinning