JC
JC

John Ciavarelli

11 Years of Experience
Paramus, NJ
1 DisclosureBroker

John Ciavarelli is a registered investment advisor at Strategic Advisers LLC, based in Paramus, NJ, with 11 years of industry experience. John 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
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
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Location

396 North Route 17, Paramus, NJ, 07652-2907

Get directions

History

Regulatory History (1)
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Financial
August 2024
Final
Other Business Activities

John is a limited agent for an immediate family member's investments since 2020. This activity requires minimal time.

Employment History
Current Registrations
Strategic Advisers LLC
September 2025 - Present · 1 yr 1 mo
Fidelity Brokerage Services LLCBroker
August 2025 - Present · 1 yr 2 mos
Fidelity Brokerage Services LLC
August 2025 - Present · 1 yr 2 mos
Previous Registrations
Vanguard Advisers, INC.
July 2021 - August 2025 · 4 yrs 1 mo
Vanguard Marketing CorporationBroker
December 2019 - August 2025 · 5 yrs 8 mos
J.P. Morgan Securities LLCBroker
December 2013 - August 2017 · 3 yrs 8 mos
Securian Financial Services, INC.
September 2013 - October 2013 · 1 mo
Cri Securities, LLC
September 2013 - October 2013 · 1 mo
Cri Securities, LLCBroker
September 2013 - October 2013 · 1 mo
Securian Financial Services, INC.Broker
April 2013 - October 2013 · 6 mos
State Registrations2 states
NJNY
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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