Justin W. Wagner

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

• 06/2009 → 08/2018
  Morgan Stanley Smith Barney
  Cincinnati, OH
• 08/2018 → 09/2020
  Ameriprise Financial Services, Inc
  Cincinnati, OH
• 01/2016 → 10/2020
  Swirl Creative Llc
  Cincinnati, OH
• 03/2018 → 08/2018
  Legalled Llc
  Mccordsville, IN
• 03/2025 → Present
  Fidelity Investments
  Boston, MA
• 09/2020 → Present
  Fidelity Investments
  Covington, KY

Previous Registrations

• 2020-12-02 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Covington, KY
• 2018-10-09 → 2020-09-18
  Ameriprise Financial Services, Llc
  Cincinnati, OH
• 2009-06-01 → 2018-08-07
  Morgan Stanley
  Cincinnati, OH
  Cincinnati, OH
• 2007-10-17 → 2009-06-01
  Citigroup Global Markets Inc.
  Cincinnati, OH

Other Businesses

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Exams

• S66 Uniform Combined State Law Examination
  2007-10-12

Other Names

• Justin W Wagner
• Justin Wagner