Best Investors Account Sign in

Justin Rouse

Strategic Advisers LLC

Glen Allen, VA

CRD 7601970

Claim This Profile
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 2025-03-31
VA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Glen Allen, VA • 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
Department Of Defense Twentynine Palms CA 06/2018 06/2022
Nylife Securities Llc Vienna VA 09/2022 12/2022
New York Life Insurance Company Vienna VA 07/2022 12/2022
Fidelity Investments Charlottesville VA 01/2023 Present
King George High School King George VA 12/2017 05/2018
Tallwood High School Virginia Beach VA 08/2014 11/2017
Fidelity Investments Boston MA 03/2025 Present
  • 06/2018 → 06/2022
    Department Of Defense
    Twentynine Palms, CA
  • 09/2022 → 12/2022
    Nylife Securities Llc
    Vienna, VA
  • 07/2022 → 12/2022
    New York Life Insurance Company
    Vienna, VA
  • 01/2023 → Present
    Fidelity Investments
    Charlottesville, VA
  • 12/2017 → 05/2018
    King George High School
    King George, VA
  • 08/2014 → 11/2017
    Tallwood High School
    Virginia Beach, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-11
S63 Uniform Securities Agent State Law Examination 2022-10-12
  • S66 Uniform Combined State Law Examination
    2023-04-11
  • S63 Uniform Securities Agent State Law Examination
    2022-10-12
Other Names
  • Justin Michael Rouse

View on SEC IAPD

More in Glen Allen, VA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor