James William Crews

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

• 01/2014 → 01/2019
  Full Time Student
  Charleston, WV
• 06/2021 → 04/2024
  Guild Mortgage Company
  Charleston, SC
• 01/2019 → 06/2019
  West Virginia State University
  Institute, WV
• 06/2019 → 05/2021
  Full Time Student
  Charleston, WV
• 05/2024 → Present
  Fidelity Investments
  Mount Pleasant, SC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-10-24 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Mount Pleasant, SC
  Charleston, SC

Exams

• S66 Uniform Combined State Law Examination
  2024-10-14

Other Names

• James W Crews
• James William Crews
• James W Crews