Scott Ratajczak

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

• 06/2016 → 10/2017
  Valic Financial Advisors, Inc.
  Berkeley Heights, NJ
• 12/2017 → 07/2018
  Santander Investment Services, Inc.
  Florham Park, NJ
• 07/2018 → 08/2018
  Unemployed
  Elmwood Park, NJ
• 09/2018 → 07/2020
  Nylife Securities, Llc
  Bala Cynwyd, PA
• 10/2017 → 12/2017
  Aegis Capital Corp.
  Morristown, NJ
• 09/2018 → 07/2020
  Eagle Strategies, Llc
  Bala Cynwyd, PA
• 07/2020 → 10/2020
  Cornerstone Planning Group, Llc
  Fairfield, NJ
• 10/2020 → 02/2021
  Thrive Capital Management, Llc
  Fort Washington, PA
• 04/2021 → 05/2022
  Cuna Brokerage Services
  Waverly, IA
• 04/2021 → 05/2022
  American Heritage Fcu
  Philadelphia, PA
• 03/2021 → 04/2021
  Unemployed
  Wyncote, PA
• 06/2022 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-08-31 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Wyncote, PA
• 2021-04-28 → 2022-05-10
  Cuna Brokerage Services, Inc.
  Philadelphia, PA
• 2020-11-25 → 2021-02-19
  Thrive Capital Management, Llc
  Fort Washington, PA
• 2020-07-20 → 2020-10-21
  Cornerstone Planning Group
  Fairfield, NJ
• 2019-04-04 → 2020-07-29
  Eagle Strategies Llc
  Bala Cynwyd, PA
• 2017-12-26 → 2018-07-13
  Santander Securities Llc
  Scotch Plains, NJ
  Boston, MA
  Scotch Plains, NJ
• 2017-11-03 → 2017-12-22
  Aegis Capital Corp.
  Morristown, NJ
  Holmdel, NJ
• 2016-06-28 → 2017-10-26
  Valic Financial Advisors, Inc.
  Berkeley Heights, NJ
• 2015-10-02 → 2016-03-11
  Ameriprise Financial Services, Llc
  Saddle Brook, NJ

Other Businesses

OBA-89751|OrgNmn:Weichert Referral Associates Co., Inc. |Org Addr:Morris Pla,New Jersey,US|OBA Nature:Referral agency for non-active|Invst Rel:Y|Title:Referral Agent|Duties:Referring friends and family to the agency in the event they require a full-time active real estate agent.|StrtDt:02-06-18|TotHrs/mon:4|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2015-09-28
• S63 Uniform Securities Agent State Law Examination
  2005-11-21