DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jonathan Wolanyk

Strategic Advisers LLCnational BDMerrimack, Nh dual registrantIAPD 6994559

Certified Financial Planner

Feed of 09/14/2026

Also filed as Jonathan David Wolanyk

At current firm

0 y

since Sep 3, 2026

In the industry

11 y

since Feb 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Strategic Advisers LLC national BD current
since Sep 3, 2026 · Merrimack, Nh
Northstar Financial Planning, LLC independent RIA
Jul 9, 2025 to Aug 20, 2026 · Windham, Nh
Northwestern Mutual Investment Services,LLC no RAUM
Dec 14, 2022 to Jun 6, 2025 · Nashua, Nh
Ameriprise Financial Services, LLC national BD
Mar 7, 2022 to Nov 3, 2022 · Nashua, Nh
Fidelity Personal And Workplace Advisors former
Apr 12, 2019 to Jul 27, 2020 · Merrimack, Nh

Moves

a registration end followed by a registration begin elsewhere

Northstar Financial Planning, LLC to Strategic Advisers LLC
left Aug 20, 2026, registered Sep 3, 2026 (14 days) · RIA to affiliated broker-dealer or bank
Northwestern Mutual Investment Services,LLC to Northstar Financial Planning, LLC
left Jun 6, 2025, registered Jul 9, 2025 (33 days) · Other
Ameriprise Financial Services, LLC to Northwestern Mutual Investment Services,LLC
left Nov 3, 2022, registered Dec 14, 2022 (41 days) · Other
Fidelity Personal And Workplace Advisors to Ameriprise Financial Services, LLC
left Jul 27, 2020, registered Mar 7, 2022 (588 days) · Affiliated broker-dealer or bank to another

Signals

Jonathan Wolanyk left Northstar Financial Planning, Llc for Strategic Advisers Llc (registered 2026-09-03)
Aug 20, 2026 · Advisor changed firm · fact
Jonathan Wolanyk left Northwestern Mutual Investment Services,Llc for Northstar Financial Planning, Llc (registered 2025-07-09)
Jun 6, 2025 · Advisor changed firm · fact
Jonathan Wolanyk left Ameriprise Financial Services, Llc for Northwestern Mutual Investment Services,Llc (registered 2022-12-14)
Nov 3, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: National broker-dealer RIAderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address