John P. Glusko

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

• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA
• 03/2005 → Present
  Fidelity Brokerage Services Llc
  Shrewsbury, NJ

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Shrewsbury, NJ
  Freehold, NJ
• 2010-10-08 → 2018-07-13
  Strategic Advisers Llc
  Shrewsbury, NJ
  Princeton, NJ
• 2006-02-28 → 2009-10-28
  Strategic Advisers Llc
  Shrewsbury, NJ

Other Businesses

OBA-60881|OrgNmn:InstaCart Shopper|Org Addr:Freehold,New Jersey,US|OBA Nature:Personal shopper |Invst Rel:N|Title:Personal shopper|Duties:Shopping for individuals in my free time|StrtDt:07-13-21|TotHrs/mon:40|TrdHrs/mon:0|OBA-125762|OrgNmn:Uber Driver|Org Addr:Freehold,New Jersey,US|OBA Nature:Personal Driver |Invst Rel:N|Title:Independent Contractor|Duties:Drive passengers to and from destinations for a fee |StrtDt:12-13-25|TotHrs/mon:25|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2006-01-10
• S63 Uniform Securities Agent State Law Examination
  1999-05-03

Other Names

• John Phillip Glusko
• John Phillip Glusko
• John Phillip Glusko