Julianne K. Hutcherson
STRATEGIC ADVISERS LLC | Planning Consultant
CORONADO, CA
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CRD#: 2794988
Professional summary
Julianne King Hutcherson, who also goes by Julianne King Hutcherson, Julianne King, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Coronado, California and FIDELITY BROKERAGE SERVICES LLC located in San Diego, California.
Julianne is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Julianne has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 9 exams.
Biography
I leverage the suite of resources Fidelity provides, along with over a decade of experience in the Financial Services industry to empower my clients to work towards achieving their financial goals . People work with me for my experience, flexibility, loyalty, and relationship focused approach to financial planning.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Julianne King Hutcherson | Julianne King
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.
OAA#: 42687 | Org Name:BP AMERICA PRODUCTION COMPANY | Org Addr:San Antonio TX, TX, US | Nature of Bus:I own some oil/gas rights that generate income | Invst Rel:N | Title:business associate/client | Duties:none. | Start Dt:01/01/2016 | Total Hrs p/m:1 | Sec Trdng Hrs p/m:0
CRS (Client Relationship Summary) - RIA
Click below to view Julianne King Hutcherson's 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®
NoneEducation
Texas Christian University
Bachelor of Arts (BA) - Psychology
1996
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 7676 Hazard Ctr Dr Ste 820, San Diego, CA 92108-4516RIA
CRD#: 104555
CORONADO, CA
Current
December 3, 2015 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 7676 Hazard Ctr Dr Ste 820, San Diego, CA 92108BD
CRD#: 7784
San Diego, CA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SAN DIEGO, CA
Past
June 21, 2016 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SAN DIEGO, CA
Past
March 13, 2001 - July 30, 2004
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
RANCHO BERNARDO, CA
Past
April 28, 1999 - July 30, 2004
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SMITHFIELD, RI
Past
September 13, 1996 - April 28, 1999
FIDELITY DISTRIBUTORS COMPANY LLC
BD
CRD#: 17507
SMITHFIELD, RI
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(9/3/2021)
RR
Alaska(10/21/2016)
RR
Arizona(4/27/2016)
RR
California(3/24/2016)
IAR
California(3/31/2025)
RR
Colorado(7/25/2016)
RR
Connecticut(10/21/2016)
RR
District of Columbia(10/21/2016)
RR
Florida(7/25/2016)
RR
Georgia(10/21/2016)
RR
Hawaii(7/25/2016)
RR
Idaho(10/21/2016)
RR
Illinois(10/21/2016)
RR
Indiana(10/21/2016)
RR
Kansas(2/25/2019)
RR
Kentucky(9/3/2021)
RR
Maine(10/21/2016)
RR
Maryland(7/25/2016)
RR
Massachusetts(7/25/2016)
RR
Michigan(10/21/2016)
RR
Minnesota(7/25/2016)
RR
Mississippi(7/25/2016)
RR
Missouri(7/25/2016)
RR
Montana(7/25/2016)
RR
Nebraska(9/3/2021)
RR
Nevada(4/27/2016)
RR
New Hampshire(10/21/2016)
RR
New Jersey(7/25/2016)
RR
New Mexico(10/21/2016)
RR
New York(7/25/2016)
RR
North Carolina(7/25/2016)
RR
North Dakota(10/21/2016)
RR
Ohio(9/5/2021)
RR
Oklahoma(9/3/2021)
RR
Oregon(4/27/2016)
RR
Pennsylvania(7/25/2016)
RR
Rhode Island(9/3/2021)
RR
South Carolina(10/21/2016)
RR
Tennessee(10/21/2016)
RR
Texas(7/25/2016)
IAR
Texas(3/31/2025)
RR
Utah(10/21/2016)
RR
Virginia(10/21/2016)
RR
Washington(7/25/2016)
RR
West Virginia(10/21/2016)
RR
Wisconsin(10/21/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
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)Upgrade to AdvisorCheck Premium
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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)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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
Planning ConsultantCRD#: 104555Coronado, CATRUST BUT VERIFY
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Contact information
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