John D. Arrasmith
STRATEGIC ADVISERS LLC | Financial Consultant
MILL CREEK, WA
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CRD#: 6959028
Professional summary
John David Arrasmith, who also goes by John Arrasmith, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Mill Creek, Washington and FIDELITY BROKERAGE SERVICES LLC located in Redmond, Washington.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. John has worked at 4 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.
Biography
As your Financial Consultant, I believe the relationship with my clients and their families to be of utmost importance. I work hard to maintain the level of trust, reliability, and competency that is expected in any such partnership. I will act as your advocate to ensure that your financial plan is customized to meet your family's needs, identify strategies to improve that plan, and keep open lines of communication.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John Arrasmith
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 David Arrasmith'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
California State University, Sacramento
Bachelor of Arts (BA) - Economics
2010
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 7425 166th Avenue Ne Suite C137, Redmond, WA 98052-7849Office #3: 2018 156th Ave Suite 100, Bellevue, WA 98007RIA
CRD#: 104555
MILL CREEK, WA
Current
December 11, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 7425 166th Avenue Ne Suite C137, Redmond, WA 98052Office #2: 2018 156th Ave Suite 100, Bellevue, WA 98007BD
CRD#: 7784
Redmond, WA
Past
December 20, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ROSEVILLE, CA
Past
August 14, 2018 - November 22, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
SACRAMENTO, CA
Past
July 23, 2018 - November 22, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
SACRAMENTO, 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
Alaska(1/4/2025)
RR
Arizona(3/2/2024)
RR
California(3/2/2024)
RR
Colorado(9/29/2023)
RR
Florida(1/21/2022)
RR
Idaho(1/4/2025)
RR
Illinois(1/21/2022)
RR
Indiana(1/21/2022)
IAR
Indiana(3/31/2025)
RR
Massachusetts(11/22/2022)
RR
Michigan(12/21/2022)
RR
Montana(1/4/2025)
RR
Oregon(1/4/2025)
RR
South Carolina(9/29/2023)
RR
Texas(2/12/2021)
IAR
Texas(3/31/2025)
RR
Washington(3/1/2022)
IAR
Washington(3/31/2025)
RR
Wisconsin(9/29/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory 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#: 104555Mill Creek, WATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
