John Michael Slattery

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

• 01/2023 → 05/2023
  Shop Locale Inc.
  San Jose, CA
• 05/2022 → 01/2023
  Organic On The Go Inc.
  San Jose, CA
• 03/2019 → 12/2019
  Live Nation Entertainment
  Atlanta, GA
• 10/2023 → Present
  Fidelity Investments
  Palo Alto, CA
• 05/2023 → 10/2023
  Unemployed
  San Jose, CA
• 05/2022 → 01/2023
  Full Time Student
  Santa Clara, CA
• 12/2019 → 05/2022
  Full Time Student
  Santa Clara, CA
• 10/2013 → 03/2019
  Full Time Student
  Atlanta, GA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-03-20 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Palo Alto, CA

Exams

• S66 Uniform Combined State Law Examination
  2024-02-29

Other Names

• John Michael Slattery
• John Slattery