Adam Gregory Johnson

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31
WA	RA	APPROVED	2025-03-31

OR RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31
WA RA
APPROVED

Since 2025-03-31

Branch Locations

Portland, OR • United States

655 W Columbia Way Suite 404, Vancouver, WA 98660-3613 • 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

Organization	City	State	From	To
Tdameritrade, Inc	Portland	OR	07/2015	05/2020
Fidelity Brokerage Services Llc	Portland	OR	05/2020	Present
Fidelity Investments	Boston	MA	03/2025	Present

07/2015 → 05/2020

Tdameritrade, Inc

Portland, OR
05/2020 → Present

Fidelity Brokerage Services Llc

Portland, OR
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2020-08-04 → 2025-03-31

Fidelity Personal And Workplace Advisors

Portland, OR
2015-08-26 → 2020-05-19

Td Ameritrade, Inc.

Portland, OR
2015-08-25 → 2020-05-19

Td Ameritrade Investment Management, Llc

Portland, OR
2013-01-03 → 2015-06-03

Fisher Investments

Camas, WA

Plano, TX
2011-11-22 → 2012-12-18

Phillips & Company

Portland, OR

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2015-08-24
S65	Uniform Investment Adviser Law Examination	2011-11-21

S63 Uniform Securities Agent State Law Examination

2015-08-24
S65 Uniform Investment Adviser Law Examination

2011-11-21

Other Names

Adam Gregory Johnson
Adam Johnson

View on SEC IAPD

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