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James A. Boyle

James A. Boyle

STRATEGIC ADVISERS LLC | Planning Consultant
SUMMIT, NJ
Some features on this profile are disabled
CRD#: 6511914
James A. Boyle

Professional summary

James A. Boyle, who also goes by James A Boyle, James Boyle, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Summit, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Bridgewater, New Jersey.

James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. James has worked at 8 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

Biography

I believe a financial plan needs to start with an honest conversation. Before that conversation can occur, a level of trust must be established. Once a basic understanding exists between myself and the customer, we can proceed to create a plan through a collaborative approach that addresses all of the customer's financial priorities. A financial plan should also be kept up to date throughout the customer's lifetime, whenever appropriate.
top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

James A Boyle | James Boyle

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) - RIA

Click below to view James A. Boyle'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

Education

Saint Joseph's University

Bachelor of Arts (BA) - English

2012

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 750 Route 202 Suites 110 430, Bridgewater, NJ, 08807-5530
RIA
CRD#: 104555
SUMMIT, NJ
Current

April 8, 2022 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 750 Route 202 Suites 110 430, Bridgewater, NJ, 08807
BD
CRD#: 7784
Bridgewater, NJ
Past

April 25, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
BRIDGEWATER, NJ
Past

July 23, 2020 - October 22, 2021

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
FORT LEE, NJ
Past

July 20, 2020 - October 22, 2021

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
FORT LEE, NJ
Past

June 25, 2019 - August 20, 2020

LPL FINANCIAL LLC

RIA
CRD#: 6413
CRANFORD, NJ
Past

May 17, 2019 - August 20, 2020

LPL FINANCIAL LLC

BD
CRD#: 6413
CRANFORD, NJ
Past

June 13, 2016 - May 21, 2019

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
CRANFORD, NJ
Past

November 19, 2015 - June 10, 2016

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
NEWTOWN, PA

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
California
(11/16/2023)
RR
Florida
(11/16/2023)
RR
Nevada
(7/7/2025)
RR
New Jersey
(4/8/2022)
IAR
New Jersey
(3/31/2025)
RR
New York
(4/8/2022)
RR
North Carolina
(11/16/2023)
RR
Pennsylvania
(4/8/2022)
RR
South Carolina
(11/16/2023)
RR
Texas
(11/16/2023)
IAR
Texas
(3/31/2025)
RR
Vermont
(8/30/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/12/2019
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/16/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/17/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 11/19/2015
Investment Company Products/Variable Contracts Representative Examination
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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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#: 104555Summit, NJ

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