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Donald Griffith

Strategic Advisers LLC
18 Years of Experience
Jacksonville, FL
2 DisclosuresBroker
View SEC Summary
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Donald Griffith is a registered investment advisor at Strategic Advisers LLC, based in Jacksonville, FL, with 18 years of industry experience. Donald 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.

Strategic Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16991 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
—
View Full SEC Brochure

Location

Jacksonville, FL

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History

Regulatory History (2)
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Criminal
April 2008
Final Disposition
Criminal
November 1999
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Donald is the President of the Board for Jacksonville Urban Youth Soccer Initiative Inc., dedicating minimal time to facilitating an inner city youth soccer program. He also works as an Uber driver, spending about 10-20% of his time on ride sharing.

Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 7 mos
Fidelity Brokerage Services LLCBroker
April 2008 - Present · 18 yrs 6 mos
Fidelity Brokerage Services LLC
April 2008 - Present · 18 yrs 6 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - March 2025 · 6 yrs 8 mos
Strategic Advisers LLC
January 2014 - July 2018 · 4 yrs 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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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