Justin O Try

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

• 06/2020 → 05/2023
  Bryant University
  Smithfield, RI
• 02/2019 → 05/2019
  Venus De Milo
  Swansea, MA
• 08/2019 → 10/2019
  Jillians Sports Pub & Grill
  Somerset, MA
• 03/2021 → 05/2021
  Bryant University
  Smithfield, RI
• 03/2022 → 10/2022
  Milestone Financial Planning
  Bedford, NH
• 06/2016 → 06/2020
  Somerset Berkley Regional High School
  Somerset, MA
• 05/2023 → Present
  Fidelity Investments
  Smithfield, RI
• 06/2021 → 08/2021
  Bristol Community College
  Fall River, MA
• 07/2021 → 03/2022
  Primerica
  Somerset, MA
• 05/2019 → 06/2019
  Excellent Pizza
  Somerset, MA
• 05/2016 → 08/2021
  Oriental Food Market
  Fall River, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-01-06 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Somerset, MA
  Smithfield, RI

Exams

• S66 Uniform Combined State Law Examination
  2024-12-30
• S63 Uniform Securities Agent State Law Examination
  2023-07-28

Other Names

• Justin Odum Sopeiktra Srey Try
• Justin Try