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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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JL

John K. Larry

STRATEGIC ADVISERS LLC
KAPOLEI, HI
Some features on this profile are disabled
CRD#: 2371239
JL

Professional summary

John Kinsaku Larry, who also goes by Dalton Larry, John K Larry, John Larry, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Kapolei, Hawaii and FIDELITY BROKERAGE SERVICES LLC located in Honolulu, Hawaii.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. John has worked at 12 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Dalton Larry | John K Larry | John Larry

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Kinsaku Larry's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 1236 Lauhala #301, Honolulu, HI 96817
RIA
CRD#: 104555
KAPOLEI, HI
Current

December 22, 2021 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 1236 Lauhala #301, Honolulu, HI 96817
BD
CRD#: 7784
Honolulu, HI
Past

January 24, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
SALT LAKE CITY, UT
Past

October 23, 2020 - November 18, 2021

AE WEALTH MANAGEMENT, LLC

RIA
CRD#: 282580
KAPOLEI, HI
Past

October 19, 2020 - October 22, 2020

MADISON AVENUE SECURITIES, LLC

RIA
CRD#: 23224
Kapolei, HI
Past

October 16, 2020 - November 23, 2021

MADISON AVENUE SECURITIES, LLC

BD
CRD#: 23224
Kapolei, HI
Past

August 12, 2020 - October 21, 2020

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
HONOLULU, HI
Past

August 11, 2020 - October 21, 2020

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
HONOLULU, HI
Past

December 20, 2019 - July 30, 2020

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
SAN FRANCISCO, CA
Past

December 20, 2019 - July 30, 2020

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
SAN FRANCISCO, CA
Past

January 16, 2019 - December 11, 2019

CUSO FINANCIAL SERVICES, L.P.

RIA
CRD#: 42132
OAKLAND, CA
Past

January 16, 2019 - December 11, 2019

CUSO FINANCIAL SERVICES, L.P.

BD
CRD#: 42132
OAKLAND, CA
Past

June 5, 2008 - November 30, 2018

CUSO FINANCIAL SERVICES, L.P.

RIA
CRD#: 42132
KANEOHE, HI
Past

August 29, 2003 - November 30, 2018

CUSO FINANCIAL SERVICES, L.P.

BD
CRD#: 42132
KANEOHE, HI
Past

January 16, 2003 - July 25, 2003

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
LINCOLN, NE
Past

June 12, 2001 - September 18, 2002

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
HONOLULU, HI
Past

January 24, 2001 - September 18, 2002

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

January 26, 2000 - January 19, 2001

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

January 26, 2000 - January 19, 2001

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(1/4/2025)
RR
Alaska
(1/4/2025)
RR
Arizona
(9/28/2022)
RR
Arkansas
(1/4/2025)
RR
California
(9/16/2022)
RR
Colorado
(1/4/2025)
RR
Connecticut
(1/4/2025)
RR
Delaware
(1/4/2025)
RR
District of Columbia
(1/4/2025)
RR
Florida
(9/28/2022)
RR
Georgia
(1/4/2025)
RR
Hawaii
(12/23/2021)
IAR
Hawaii
(3/31/2025)
RR
Idaho
(1/4/2025)
RR
Illinois
(1/4/2025)
RR
Indiana
(1/4/2025)
RR
Iowa
(1/4/2025)
RR
Kansas
(1/4/2025)
RR
Kentucky
(1/4/2025)
RR
Louisiana
(1/4/2025)
RR
Maine
(1/4/2025)
RR
Maryland
(1/4/2025)
RR
Massachusetts
(1/4/2025)
RR
Michigan
(1/4/2025)
RR
Minnesota
(1/4/2025)
RR
Mississippi
(1/4/2025)
RR
Missouri
(1/4/2025)
RR
Montana
(1/4/2025)
RR
Nebraska
(1/4/2025)
RR
Nevada
(9/16/2022)
RR
New Hampshire
(1/4/2025)
RR
New Jersey
(1/4/2025)
RR
New Mexico
(1/4/2025)
RR
New York
(1/4/2025)
RR
North Carolina
(9/16/2022)
RR
North Dakota
(1/4/2025)
RR
Ohio
(1/6/2025)
RR
Oklahoma
(1/4/2025)
RR
Oregon
(9/16/2022)
RR
Pennsylvania
(1/4/2025)
RR
Puerto Rico
(1/4/2025)
RR
Rhode Island
(1/4/2025)
RR
South Carolina
(1/4/2025)
RR
South Dakota
(1/4/2025)
RR
Tennessee
(1/4/2025)
RR
Texas
(9/28/2022)
IAR
Texas
(3/31/2025)
RR
Utah
(9/8/2023)
RR
Vermont
(1/4/2025)
RR
Virgin Islands
(1/4/2025)
RR
Virginia
(1/4/2025)
RR
Washington
(12/22/2021)
RR
West Virginia
(1/4/2025)
RR
Wisconsin
(1/4/2025)
RR
Wyoming
(1/4/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/5/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 8/7/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/25/2000
General Securities Representative Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange

Current Firm

SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)
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Contact information

Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)
FIDELITY STRATEGIC DISCIPLINES (11/10/2025)
FIDELITY WEALTH SERVICES (9/10/2025)
STRATEGIC ADVISERS LLC (9/10/2025)
FIDELITY MANAGED FIDFOLIOS (3/31/2025)
FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)
FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

STRATEGIC ADVISERS LLC

CRD#: 104555Kapolei, HI

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