ChooseAFinancialAdvisor.com
Advisors / North Carolina / Currituck
7yrs

Ross Vari

Financial advisor at Strategic Advisers

Ross Vari is a fiduciary financial advisor in Currituck, North Carolina, with 7 years in the industry. After less than a year at Fidelity Personal and Workplace Advisors and four years at Edward Jones, Ross joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Strategic Advisers reports being paid through a percentage of assets and flat fees.

Currituck, NCFiduciary advisor
Call Strategic AdvisersDirections

At a glance

Experience7 years (since 2019)
How that compares ?7 years in the industry
OfficeCurrituck, NC
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states

Services through Strategic Advisers

Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. Mar 2025 – now
  2. Sep 2024 – Mar 2025
    Fidelity Personal and Workplace AdvisorsPreviously
  3. 2019 – 2023
    Edward JonesPreviously

Questions to ask Ross

Tailored to Ross’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Ross

How do I contact Ross?

Call Strategic Advisers at 617-563-7000 and ask for Ross Vari. Ross works from the Currituck, NC office.

How long has Ross been a financial advisor?

Ross has been in the industry since 2019, about 7 years. 7 years in the industry.

What licenses does Ross hold?

Series 66. Tap any license on this page to see what it allows.

Is Ross a fiduciary?

Ross is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Ross paid?

Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Ross for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.