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Geoffrey J Januleski

Geoffrey J. Januleski

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CRD#: 4916551
Geoffrey J Januleski
Geoffrey J Januleski

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.

Geoffrey J Januleski, who also goes by Geoffrey Joseph Januleski, Geoffrey J Januleski, was a registered financial professional .

Geoffrey is a previously registered financial professional and started their career in finance in 2005. Geoffrey had worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Biography

As your Planning Consultant, I will partner with you to understand your short and long-term goals and to help you build a financial plan that is customized to meet your unique needs. Forming strong relationships with my clients and their families is of the utmost importance to me and I work hard to maintain a deep level of trust, reliability, and competency.

Aliases

Geoffrey Joseph Januleski | Geoffrey J Januleski

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

Education

University of Dayton

Bachelors of Science - Business Administration

1987

Experience

Past

March 31, 2025 - August 5, 2026

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
LOS ANGELES, CA
Past

July 1, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
LOS ANGELES, CA
Past

June 24, 2022 - August 5, 2026

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
LOS ANGELES, CA
Past

June 1, 2021 - May 31, 2022

HARRISDIRECT LLC

RIA
CRD#: 42159
LOS ANGELES, CA
Past

June 1, 2021 - May 31, 2022

E*TRADE SECURITIES LLC

BD
CRD#: 29106
LOS ANGELES, CA
Past

October 16, 2019 - December 31, 2020

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
North Bethesda, MD
Past

October 16, 2019 - January 11, 2021

TD AMERITRADE, INC.

RIA
CRD#: 7870
Potomac, MD
Past

October 15, 2019 - January 11, 2021

TD AMERITRADE, INC.

BD
CRD#: 7870
Potomac, MD
Past

October 10, 2016 - October 8, 2019

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
LEWISVILLE, TX
Past

February 17, 2015 - October 8, 2019

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
LEWISVILLE, TX
Past

March 10, 2014 - August 20, 2014

STATE FARM VP MANAGEMENT CORP.

BD
CRD#: 43036
BLOOMINGTON, IL
Past

July 30, 2012 - July 26, 2013

NEXBANK SECURITIES INC

BD
CRD#: 133267
DALLAS, TX
Past

May 17, 2005 - December 5, 2011

METLIFE INVESTORS DISTRIBUTION COMPANY

BD
CRD#: 107622
BLOOMFIELD, 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".
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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/10/2016
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/10/2005
Uniform Securities Agent 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: 8/29/2016
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/16/2005
Investment Company Products/Variable Contracts Representative Examination

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)

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

Planning ConsultantCRD#: 104555

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