John R. Makhoul
STRATEGIC ADVISERS LLC | Financial Consultant
HO-HO-KUS, NJ
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CRD#: 2897278
Professional summary
John Richard Makhoul, CFP®, who also goes by Johnny Makhoul, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Ho-ho-kus, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Paramus, New Jersey.
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 8 firms and has passed the Series 66, Series 63, SIE, Series 55 and Series 7 exams.
Biography
My goal is to help clients sleep better at night. Being a CFP® professional provides clients with a level of trust in having a partner to help guide them through retirement. By working together, we will create a sound financial plan, that you can understand and execute with confidence. My commitment, values, and process are all centered on my clients, and helping them define and strive towards realizing their financial goals.
Question & Answer
What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Estate Planning
Budgeting
Education Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Johnny Makhoul
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.
CRS (Client Relationship Summary) - RIA
Click below to view John Richard Makhoul'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®
CFP®
Start date: 2018
Education
Villanova University
Bachelor of Science (BS) - Finance
2000
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 396 North Route 17, Paramus, NJ 07652-2907RIA
CRD#: 104555
HO-HO-KUS, NJ
Current
February 10, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 396 North Route 17, Paramus, NJ 07652BD
CRD#: 7784
PARAMUS, NJ
Past
February 18, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
PARAMUS, NJ
Past
September 1, 2016 - January 14, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
PARAMUS, NJ
Past
July 25, 2016 - January 14, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
PARAMUS, NJ
Past
October 19, 2015 - July 13, 2016
TULLETT PREBON FINANCIAL SERVICES LLC
BD
CRD#: 28196
NEW YORK, NY
Past
October 19, 2004 - October 14, 2015
WHITAKER SECURITIES LLC
BD
CRD#: 121465
NEW YORK, NY
Past
September 25, 2003 - October 12, 2004
PECONIC SECURITIES LLC
BD
CRD#: 46781
NEW YORK, NY
Past
December 6, 2000 - April 7, 2003
MCFADDEN, FARRELL & SMITH, L.P.
BD
CRD#: 26245
NEW YORK, NY
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
Alaska(2/24/2025)
RR
Arizona(5/3/2024)
RR
California(6/26/2020)
RR
Connecticut(1/7/2022)
RR
Delaware(9/9/2022)
RR
District of Columbia(8/13/2021)
RR
Florida(8/8/2020)
RR
Illinois(8/8/2020)
RR
Indiana(6/26/2020)
RR
Maryland(1/10/2022)
RR
Massachusetts(7/8/2022)
RR
New Jersey(2/10/2020)
IAR
New Jersey(3/31/2025)
RR
New Mexico(9/29/2023)
RR
New York(2/10/2020)
RR
North Carolina(4/9/2024)
RR
Ohio(3/1/2023)
RR
Pennsylvania(2/12/2021)
RR
South Carolina(8/8/2020)
RR
Tennessee(3/12/2021)
RR
Texas(8/8/2020)
IAR
Texas(3/31/2025)
RR
Utah(6/26/2020)
RR
Virginia(6/26/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 10/4/2001
Limited Representative-Equity Trader ExamGeneral Industry/Product 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
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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
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Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Ho-ho-kus, NJTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
