Riley James Thompson

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

• 05/2019 → 06/2019
  Sea World
  San Diego, CA
• 08/2023 → 06/2024
  University Of California, Santa Cruz
  Santa Cruz, CA
• 03/2022 → 08/2023
  University Of California, Santa Cruz
  Santa Cruz, CA
• 03/2022 → 03/2022
  International Coffee & Tea
  Goleta, CA
• 09/2021 → 03/2022
  Santa Barbara City College
  Santa Barbara , CA
• 09/2021 → 09/2021
  Sprouts
  Goleta, CA
• 06/2024 → 11/2024
  Unemployed
  Santa Cruz, CA
• 03/2026 → 05/2026
  Unemployed
  Santa Cruz, CA
• 11/2024 → 03/2026
  Lapensionplanners
  Santa Cruz, CA
• 08/2023 → 08/2023
  Clements Family Market Inc
  Santa Cruz, CA
• 05/2016 → 05/2019
  Mission Bay Highschool
  San Diego, CA
• 06/2019 → 09/2021
  Santa Barbara City College
  Santa Barbara, CA
• 05/2026 → Present
  Fidelity Investments
  San Jose, CA

Previous Registrations

• 2024-11-19 → 2026-03-19
  Gwn Securities Inc.
  Santa Cruz, CA
  Pasadena, CA
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL

Exams

• S66 Uniform Combined State Law Examination
  2024-09-11