John S. Vandenberg
STRATEGIC ADVISERS LLC | Financial Consultant
WALNUT CREEK, CA
Some features on this profile are disabled
CRD#: 6158603
Professional summary
John S. Vandenberg, who also goes by John Schenk Vandenberg, John Vandenberg, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Walnut Creek, California and FIDELITY BROKERAGE SERVICES LLC located in Dublin, California.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. John has worked at 5 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Biography
As your dedicated Financial Consultant, I will take the time to learn about your unique situation and partner with you to create a customized plan to work toward you and your families financial goals. This is accomplished by getting a thorough understanding of your investment objectives, constraints, and any unique circumstances you may have. My priority is to become your most trusted advisor, built on the foundation of honesty, integrity and full transparency.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John Schenk Vandenberg | John Vandenberg
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 S. Vandenberg'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
San Diego State University
Bachelor of Science (BS) - Business Administration, Finance
2004
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 4500 A Tassajara Road, Dublin, CA 94568-4608RIA
CRD#: 104555
WALNUT CREEK, CA
Current
March 17, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4500-a Tassajara Road, Dublin, CA 94568BD
CRD#: 7784
Dublin, CA
Past
March 18, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
DUBLIN, CA
Past
December 15, 2016 - April 2, 2021
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
San Ramon, CA
Past
December 14, 2016 - April 2, 2021
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
San Ramon, CA
Past
March 29, 2013 - December 6, 2016
MORGAN STANLEY
RIA
CRD#: 149777
SAN FRANCISCO, CA
Past
February 21, 2013 - December 6, 2016
MORGAN STANLEY
BD
CRD#: 149777
SAN FRANCISCO, CA
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
Arizona(3/17/2021)
RR
California(3/17/2021)
IAR
California(3/31/2025)
RR
Colorado(1/6/2023)
RR
Florida(1/6/2023)
RR
Hawaii(1/31/2024)
RR
Idaho(4/10/2025)
RR
Illinois(4/10/2025)
RR
Minnesota(10/8/2021)
RR
Montana(4/10/2025)
RR
Nevada(1/7/2022)
RR
New Mexico(11/15/2021)
RR
New York(3/4/2022)
RR
Oregon(1/7/2022)
RR
Tennessee(5/19/2023)
RR
Texas(4/10/2021)
IAR
Texas(3/31/2025)
RR
Utah(3/17/2021)
RR
Washington(1/4/2024)
RR
Wyoming(9/29/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General 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
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
Financial ConsultantCRD#: 104555Walnut Creek, CATRUST BUT VERIFY
Monitor John Vandenberg
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
