This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

STRATEGIC ADVISERS LLC

Current firm class

national broker-dealer RIAderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Apr 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S63|S66

First exam

Feb 3, 2023

First registration

Dec 4, 2024

Dual registered

yes, broker-dealer

Other names

Justin M Ellis

IAPD individual key

6976267

• Occurred

  Jan 15, 2026
  Advisor changed firm

  Justin Michael Ellis left Charles Schwab & Co., Inc. for Strategic Advisers Llc (registered 2026-03-02)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c21246e2-8889-8f55-2b79-506d0c631625

First observed

Dec 4, 2024

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.