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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:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-20
MI RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2026-01-20
  • MI RA
    APPROVED
    Since 2025-03-31

Branch Locations

500 E. Eisenhower Pkwy Ste 100, Ann Arbor, MI 48108-3349 • United States

Highland Charter Township, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Chase Bank, N.A Walled Lake MI 05/2010 09/2020
J.P. Morgan Securities Llc Walled Lake MI 10/2012 09/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 09/2020 03/2021
Bank Of America N.A. Bloomfield Hills MI 09/2020 03/2021
Jp Morgan Chase Bank, N.A. Clarkston MI 03/2021 12/2023
Jp Morgan Securities, Llc Clarkston MI 03/2021 12/2023
Fidelity Investments Ann Arbor MI 01/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2010 → 09/2020
    Jpmorgan Chase Bank, N.A
    Walled Lake, MI
  • 10/2012 → 09/2020
    Walled Lake, MI
  • 09/2020 → 03/2021
    Bloomfield Hills, MI
  • 09/2020 → 03/2021
    Bank Of America N.A.
    Bloomfield Hills, MI
  • 03/2021 → 12/2023
    Jp Morgan Chase Bank, N.A.
    Clarkston, MI
  • 03/2021 → 12/2023
    Clarkston, MI
  • 01/2024 → Present
    Fidelity Investments
    Ann Arbor, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-131607|OrgNmn:North Winds Travel LLC|Org Addr:Highland,Michigan,US|OBA Nature:Travel bookings and reservatio|Invst Rel:N|Title:Owner|Duties:Generally oversee transactions. |StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|OBA-105285|OrgNmn:Hi5 Nails and Spa LLC|Org Addr:EAST LANSI,Michigan,US|OBA Nature:NAIL SALON THAT DOES MANICURES|Invst Rel:N|Title:PART OWNER|Duties:PART OWNER/ GENERAL MANAGEMENT|StrtDt:|TotHrs/mon:3|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-06
S63 Uniform Securities Agent State Law Examination 2010-06-18
  • S66 Uniform Combined State Law Examination
    2020-11-06
  • S63 Uniform Securities Agent State Law Examination
    2010-06-18
Other Names
  • Dijohn E Gonzalez
  • Dijohn Gonzalez
  • Dijohn Enrique Gonzalez

View on SEC IAPD

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