James Stark

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

• 06/2022 → Present
  Fidelity Investments
  Smithfield, RI
• 08/2018 → 05/2022
  The University Of Alabama
  Tuscaloosa, AL
• 05/2021 → 08/2021
  Uxbridge Public Schools
  Uxbridge, MA
• 05/2020 → 08/2020
  Uxbridge Public Schools
  Uxbridge, MA
• 05/2019 → 08/2019
  Uxbridge Public Schools
  Uxbridge, MA
• 06/2018 → 08/2018
  Uxbridge Public Schools
  Uxbridge, MA
• 08/2014 → 06/2018
  Uxbridge High School
  Uxbridge, MA
• 06/2017 → 08/2017
  Uxbridge Public Schools
  Uxbridge, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-06-07 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Hilton Head Island, SC

Exams

• S66 Uniform Combined State Law Examination
  2024-04-20
• S63 Uniform Securities Agent State Law Examination
  2022-10-03

Other Names

• James Allen Stark
• James Stark