JG
JG

John Gangemi

28 Years of Experience
Smyrna, GA
1 DisclosureBroker

John Gangemi is a registered investment advisor at Strategic Advisers LLC, based in Smyrna, GA, with 28 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17027 advisors
Number of Clients
2,031,770 clients
Average Client Portfolio
$525K average
Assets Under Management
$1067.7B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.10%
$1.0M - $2.0M0.90%
$2.0M - $5.0M0.70%
$5M+0.50%

Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Smyrna, GA

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 1997
Denied
Other Business Activities

John is involved with the Austin Lake Home Owners Association, performing grounds and maintenance duties since March 2025. This requires minimal time.

Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 2 mos
Fidelity Brokerage Services LLC
April 2021 - Present · 5 yrs 1 mo
Fidelity Brokerage Services LLCBroker
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Fidelity Personal and Workplace Advisors
May 2021 - March 2025 · 3 yrs 10 mos
Oppenheimer & CO. INC.
January 2012 - July 2020 · 8 yrs 6 mos
Oppenheimer & CO. INC.Broker
January 2012 - July 2020 · 8 yrs 6 mos
Morgan Stanley Smith Barney LLC
April 2011 - December 2011 · 8 mos
Morgan Stanley Smith BarneyBroker
February 2011 - December 2011 · 10 mos
Bear, Stearns & CO. INC.
October 2002 - December 2002 · 2 mos
Bear, Stearns & CO. INC.Broker
January 1989 - January 2003 · 14 yrs
Painewebber IncorporatedBroker
August 1988 - December 1988 · 4 mos
Fenner Financial, INC.Broker
July 1988 - August 1988 · 1 mo
State Registrations52 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.