Johnny Anderson
Also appears in the source record as: Johnny Sebastian Anderson
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (5)
- Series 66Series 63SIESeries 7Series 6
- Registered states (51)
- Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
- Years in the industry (source record)
- 21
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
The official record for CRD 4913299 contains one or more disclosure events as of Aug 20, 2026.
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Current firm
From the firm record
- Firm
- Strategic Advisers LLC
- Firm CRD
- 104555
- SEC number
- 801-13243
- Assets under management
- $1.4T as of Mar 30, 2026
- Website
- www.linkedin.com/showcase/womentalkmoney ↗
- Phone
- 617-563-7000
- Firm location
- Boston, MA, 02210-2698
Employment history (10)
From the source registration record · current first
-
Mar 31, 2025 → present
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Feb 2, 2015 → present
-
Fidelity Personal And Workplace AdvisorsIA capacityJul 13, 2018 → Mar 31, 2025
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Strategic Advisers LLCIA capacityMar 3, 2015 → Jul 13, 2018
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Td Ameritrade, Inc.BD capacityNov 24, 2014 → Jan 26, 2015
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J.P. Morgan Securities LLCBD capacityOct 1, 2012 → Jan 30, 2013
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Chase Investment Services Corp.BD capacityMay 26, 2010 → Oct 1, 2012
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Nov 17, 2007 → Apr 12, 2010
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Compass Brokerage, Inc.BD capacityMar 6, 2006 → Nov 15, 2007
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Chase Investment Services Corp.BD capacityAug 8, 2005 → Feb 6, 2006
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.