James
Merchant

Strategic Advisers LLC

CRD#6578352
Investment Advisor
in Englewood, CO

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About this Advisor

James Merchant is a chartered financial analyst operating in Englewood, Colorado with 2 years of relevant experience. Merchant is currently employed by Strategic Advisers LLC. Their career trajectory has included roles at Russell Investments, Huntington National Bank and Strategic Advisers LLC. Merchant has a Series 63 license, which qualifies them as a securities broker, and is able to advise clients in Colorado. Strategic Advisers LLC is a financial advisory company that has its headquarters in Boston, MA. The firm has a total of 219 people on staff. It administers $660 billion in total assets across its 1,712,300 customer accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advisory services to 11 charities and foundations. Of its 1,712,300 customer accounts, 31% are associated with high-net-worth investors who have more than $1 million in assets. Strategic Advisers LLC offers a wide range of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. A financial advisor's fee schedules typically depend on which services the firm provides the client. Fees billed by Strategic Advisers LLC likely include some combination of asset-based and other fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Others

Office Location

6501 S Fiddler'S Green Circle Ste 300 - 600
Englewood, CO 80111-4932

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Strategic Advisers LLC Brokerage Details

Total Assets Under Management

$659,550,224,982

CO Average: $16,012,751,954
Total Number of Employees

219

CO Average: 118
Total Number of Accounts

1,712,300

CO Average: 4,567
Average Account Size

$385,184

CO Average: $3,506,186

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

James Merchant Work History

James has been registered as a financial advisor for 2 years.*

2019 - Present (5 years)

Strategic Advisers LLC

2015 - 2019 (4 years)

Russell Investments

2014 - 2015 (1 year)

Russell Investments

2013 - 2014 (1 year)

Huntington National Bank

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of James Merchant to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Strategic Advisers LLC

Mark Halfhill
Denver, CO
James Merchant
Englewood, CO
Samuel Grenning
Denver, CO
Alison Lynch
Englewood, CO
Denzel Paige
Englewood, CO
Christopher Atwood
Boston, MA
Susan Sanderson
Boston, MA
Valeria Lopez
Denver, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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