James R. Gill

STRATEGIC ADVISERS LLC

MANHATTAN BEACH, CA

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CRD#: 4479625

Professional summary

James R. Gill, who also goes by James Robert Gill, James R Gill, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Manhattan Beach, California and FIDELITY BROKERAGE SERVICES LLC located in El Segundo, California.

James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. James has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

James Robert Gill | James R Gill

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.

INACTIVE REAL ESTATE LICENSE, INVT RELATED, MANHATTAN BEACH, CA, PROFESSIONAL LICENSE, START DATE 8/1/2003, 0 HRS PER MONTH, 0 HRS DURING TRADING, INACTIVE LICENSE. | CITY OF MANHATTAN BEACH; NOT INV RELATED; MANHATTAN BEACH, CA; ART IN PUBLIC PLACES COMMITTEE MEMBER; 04/2025; 3 HOURS PER MONTH; 0 DURING TRADING; ADVISE CITY ON PLANNED VETERAN MEMORIAL

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James R. Gill'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

August 11, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 2009 Park Place, El Segundo, CA 90245

RIA

CRD#: 104555

MANHATTAN BEACH, CA

Current

August 1, 2025 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 2009 Park Place, El Segundo, CA 90245

CRD#: 7784

El Segundo, CA

Past

November 5, 2019 - July 17, 2025

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

EL SEGUNDO, CA

Past

November 5, 2019 - July 17, 2025

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

EL SEGUNDO, CA

Past

June 20, 2018 - November 6, 2019

TD AMERITRADE, INC.

RIA

CRD#: 7870

TORRANCE, CA

Past

June 20, 2018 - November 6, 2019

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

Torrance, CA

Past

June 20, 2018 - November 6, 2019

TD AMERITRADE, INC.

CRD#: 7870

TORRANCE, CA

Past

December 15, 2015 - January 18, 2018

FIRST COMMAND ADVISORY SERVICES

RIA

CRD#: 281958

FORT WORTH, TX

Past

November 7, 2013 - December 15, 2015

FIRST COMMAND BROKERAGE SERVICES, INC.

RIA

CRD#: 3641

Garden Grove, CA

Past

June 20, 2013 - January 18, 2018

FIRST COMMAND BROKERAGE SERVICES, INC.

CRD#: 3641

Garden Grove, CA

Past

October 25, 2011 - January 2, 2013

ECHOTRADE LLC

CRD#: 42239

PHOENIX, AZ

Past

April 19, 2006 - October 21, 2011

ECHOTRADE LLC

CRD#: 42239

PHOENIX, AZ

Past

November 20, 2001 - July 10, 2002

FOX & COMPANY INVESTMENTS INC.

CRD#: 18517

SCOTTSDALE, AZ

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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

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

Arizona
(8/12/2025)

California
(8/1/2025)

IAR

California
(8/11/2025)

Colorado
(8/12/2025)

Florida
(8/12/2025)

Georgia
(8/12/2025)

Hawaii
(8/12/2025)

Illinois
(8/12/2025)

Kentucky
(8/12/2025)

Nevada
(8/12/2025)

New Jersey
(8/12/2025)

New York
(8/12/2025)

North Carolina
(8/12/2025)

Oregon
(8/12/2025)

Tennessee
(8/12/2025)

Texas
(8/12/2025)

IAR

Texas
(10/10/2025)

Virginia
(8/12/2025)

Washington
(8/12/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/23/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/5/2013

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

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

James R. Gill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James R. Gill's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

FIRST COMMAND ADVISORY SERVICES

FIRST COMMAND BROKERAGE SERVICES, INC.

FIRST COMMAND BROKERAGE SERVICES, INC.

ECHOTRADE LLC

ECHOTRADE LLC

FOX & COMPANY INVESTMENTS INC.

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/23/2013

SIE

Date: 10/1/2018

Series 7

Date: 11/5/2013

FINRA

New York Stock Exchange

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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