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Deborah Durrant

18 Years of Experience
Millburn, NJ
1 DisclosureBroker

Deborah Durrant is a registered investment advisor at Strategic Advisers LLC, based in Millburn, NJ, with 18 years of industry experience. Deborah is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16982 advisors
Number of Clients
2,401,763 clients
Average Client Portfolio
$570K average
Assets Under Management
$1370.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.85%
$100K - $250K0.80%
$250K+0.70%

Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.

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

150 Essex St, Millburn, NJ, 07041-1631

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History

Regulatory History (1)
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Financial
October 2019
Final
Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 7 mos
Fidelity Brokerage Services LLCBroker
October 2021 - Present · 5 yrs
Fidelity Brokerage Services LLC
October 2021 - Present · 5 yrs
Previous Registrations
Fidelity Personal and Workplace Advisors
November 2021 - March 2025 · 3 yrs 4 mos
Primerica Advisors
February 2021 - February 2021 · 0 mos
PFS Investments INC.Broker
January 2021 - August 2021 · 7 mos
Blackrock Investments, LLCBroker
September 2006 - January 2019 · 12 yrs 4 mos
Blackrock Investment Management, LLC
September 2006 - January 2019 · 12 yrs 4 mos
Merrill Lynch Investment Managers LP
April 2006 - September 2006 · 5 mos
Fam Distributors, INC.Broker
August 2005 - September 2006 · 1 yr 1 mo
State Registrations21 states
AZCACTDCDEFLILMAMDNCNJNVNYOHPASCSDTXUTVAWY
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.
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