John Anderson

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CRD#: 2811894

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John Anderson, who also goes by John Robert Anderson Jr, John Robert Anderson, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1996. John had worked at 13 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 55 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

John Robert Anderson Jr | John Robert Anderson

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

March 31, 2025 - October 9, 2025

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

WESTON, CT

Past

March 20, 2024 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

STAMFORD, CT

Past

March 11, 2024 - October 9, 2025

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

STAMFORD, CT

Past

August 16, 2023 - January 22, 2024

CRAFT CAPITAL MANAGEMENT LLC

CRD#: 171350

Garden City, NY

Past

October 14, 2016 - February 28, 2017

FOUR POINTS CAPITAL PARTNERS LLC

CRD#: 43149

NEW YORK, NY

Past

October 30, 2014 - November 13, 2014

NYLIFE SECURITIES LLC

CRD#: 5167

STRATFORD, CT

Past

June 1, 2011 - November 12, 2012

UBS SECURITIES LLC

CRD#: 7654

NEW YORK, NY

Past

August 24, 2010 - May 24, 2011

WILLIAM BLAIR

CRD#: 1252

NEW YORK, NY

Past

March 30, 2010 - August 4, 2010

MORGAN JOSEPH TRIARTISAN LLC

CRD#: 10948

STAMFORD, CT

Past

January 26, 2009 - March 11, 2010

KNIGHT LIBERTAS LLC

CRD#: 124790

GREENWICH, CT

Past

July 1, 2003 - January 2, 2009

WELLS FARGO SECURITIES, LLC

CRD#: 126292

CHARLOTTE, NC

Past

June 1, 2000 - July 1, 2003

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

May 22, 2000 - June 1, 2000

FORUM CAPITAL MARKETS LLC

CRD#: 30867

OLD GREENWICH, CT

Past

March 7, 2000 - March 28, 2000

UBS SECURITIES LLC

CRD#: 7654

NEW YORK, NY

Past

November 8, 1996 - February 18, 2000

FORUM CAPITAL MARKETS LLC

CRD#: 30867

OLD GREENWICH, CT

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".

STRATEGIC ADVISERS LLC

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.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/16/2024

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/22/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/16/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/9/2021

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 5/28/1999

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 10/21/1996

General Securities Representative Examination

Current Firm

STRATEGIC ADVISERS LLC

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)

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 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	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.

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Advisor Monitoring

Firm Stability Insights

John Anderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

CRAFT CAPITAL MANAGEMENT LLC

FOUR POINTS CAPITAL PARTNERS LLC

NYLIFE SECURITIES LLC

UBS SECURITIES LLC

WILLIAM BLAIR

MORGAN JOSEPH TRIARTISAN LLC

KNIGHT LIBERTAS LLC

WELLS FARGO SECURITIES, LLC

WELLS FARGO CLEARING SERVICES, LLC

FORUM CAPITAL MARKETS LLC

UBS SECURITIES LLC

FORUM CAPITAL MARKETS LLC

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/16/2024

Series 63

Date: 4/22/1997

Series 7TO

Date: 8/16/2023

SIE

Date: 8/9/2021

Series 55

Date: 5/28/1999

Series 7

Date: 10/21/1996

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

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