John E. Mayo

Financial advisor at Strategic Advisers LLC · Virginia Beach, VA

Last updated 2026-10-10

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John E. Mayo is a financial advisor at Strategic Advisers LLC in Virginia Beach, VA, CRD 5531345. Licenses and exams on the registration: Series 63, Series 65, Series 66. IAPD registration began 2010-09-01.

Registration

CRD number
5531345
Registration status
Active
IAPD registration
2010-09-01
Industry Experience
16 years
Work Experience
12 years
States registered
TX, VA

Licenses and exams

  • Series 63
  • Series 65
  • Series 66

Work history

  • 2014-07 to 2018-02 · Scottrade · Virginia Beach, VA
  • 2018-02 to 2021-01 · TD Ameritrade, Inc. · Virginia Beach, VA
  • 2018-02 to 2021-01 · TD Ameritrade Investment Management, LLC · Omaha, NE
  • 2021-04 to Present · Fidelity Investments · Virginia Beach, VA
  • 2025-03 to Present · Fidelity Investments · Boston, MA

Current employment

SEC IAPD record for John E. Mayo

Strategic Advisers LLC

Regulatory AUM
$1,370,125,325,211
Registered advisors
17,023
Offices
3,513
Clients per advisor
141.1 (High)
Average AUM per client
$570.5K (Low)
High-net-worth client ratio
30.7% (Moderate)

Strategic Advisers LLC: advisors, services and reported ETF investments

About

John E. Mayo is a financial advisor at Strategic Advisers LLC in Virginia Beach, VA. Reported securities licenses include Series 63, Series 65, and Series 66. The latest record indicates 16 years of industry experience and 12 years of reported work history.

Strategic Advisers LLC's firm-level Form ADV reports 17,023 advisors across 3,513 offices; approximately 141.1 clients per advisor, average assets per client of $570,466, and regulatory AUM of $1.4T; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Pension and profit-sharing plans, Charitable organizations, and State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Businesses or Institutional Clients, and Selection of Other Advisers.

What this firm offers

Filed by Strategic Advisers LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Investment Companies
  • Businesses or Institutional Clients
  • Selection of Other Advisers
  • Educational Seminars or Workshops
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Other

Business and affiliations

  • Commodity Pool Operator or Trading Advisor
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or GP of Pooled Investment Vehicl

Location

Virginia Beach, VA

20 advisors at this office.

Strategic Advisers office in Virginia Beach, VA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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