James M Galati

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

• 10/2018 → 01/2019
  Rock Hill Toyota
  Rock Hill, SC
• 06/2018 → 08/2018
  Leaf Guard Holdings
  Charlotte, NC
• 08/2018 → 09/2018
  Wilson Automotive Group
  Indian Trail, NC
• 03/2026 → Present
  Fidelity Investments
  Raleigh, NC
• 09/2018 → 11/2018
  Sparks Toyota
  Myrtle Beach, SC
• 01/2019 → 10/2019
  Hi-Line Garage
  Charlotte, NC
• 10/2019 → 05/2020
  Godspeed Motors
  Charlotte, NC
• 01/2022 → 05/2025
  Vanguard Group
  Charlotte, NC
• 05/2025 → 02/2026
  Unemployed
  Charlotte, NC
• 01/2011 → 06/2018
  Aaa Of The Carolinas
  Charlotte, NC
• 06/2016 → 12/2016
  The White Group
  Charlotte, NC
• 05/2018 → 05/2018
  Everything Park Inc
  Charlotte, NC
• 05/2020 → 12/2021
  Unemployed
  Charlotte, NC

Previous Registrations

• 2022-04-21 → 2025-05-02
  Vanguard Advisers, Inc.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2022-04-20

Other Names

• Jimmy Galati
• Jim Galati
• James Galati
• James Michael Galati