Darren James

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

• 03/2016 → 09/2016
  Flagstar Bank
  Grand Rapids, MI
• 10/2016 → 04/2018
  Retirement Wealth Advisors
  Grand Rapids, MI
• 10/2016 → 04/2018
  Altruistic Retirement Planning, Llc
  Jenison, MI
• 04/2018 → 10/2019
  Fifth Third Bank
  Grand Rapids, MI
• 10/2016 → 04/2018
  Retirement Wealth Adviors
  Grand Rapids, MI
• 04/2016 → 10/2016
  Flagstar Bank
  Grand Rapids, MI
• 04/2018 → 10/2019
  Fifth Third Securities
  Grand Rapids, MI
• 10/2019 → 08/2022
  Pruco Securities, Llc.
  Grand Rapids, MI
• 10/2019 → 08/2022
  Prudential Insurance Company Of America
  Grand Rapids, MI
• 09/2022 → Present
  Fidelity Investments
  Saranac, MI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-10-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Saranac, MI
• 2019-10-07 → 2022-09-21
  Pruco Securities, Llc.
  Grand Rapids, MI
  Troy, MI
• 2018-04-12 → 2019-09-06
  Fifth Third Securities, Inc.
  Grand Rapids, MI
  Rockford, MI
  Grand Rapids, MI
  Greenville, MI
• 2017-01-26 → 2018-04-03
  Brookstone Wealth Advisors, Llc
  Jenison, MI
  Wheaton, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-01-26
• S63 Uniform Securities Agent State Law Examination
  2011-03-30

Other Names

• Darren Roy James
• Darren R James