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Advisors / New York / New York
8yrs

Janny Eid

Financial advisor at Strategic Advisers

Based in New York, New York, Janny Eid is a fiduciary financial advisor with 8 years of industry experience. Janny joined Strategic Advisers in 2025, after four years at Fidelity Personal and Workplace Advisors and a year at TD Ameritrade Investment Management. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.

One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.

New York, NYFiduciary advisor

At a glance

Experience8 years (since 2018)
How that compares ?More experience than 52% of advisors at Strategic Advisers
OfficeNew York, NY
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. 2021 – 2025
    Fidelity Personal and Workplace AdvisorsPreviously
  3. Oct 2018 – Apr 2020
    TD Ameritrade Investment Management, LLCPreviously
  4. Oct 2018 – Apr 2020
    TD Ameritrade, Inc.Previously

Contact Janny

(617) 563-7000Firm headquarters in Boston, MA. Ask for Janny. New York, NYOffice · Get directions

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Questions to ask Janny

Tailored to Janny’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

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About Janny

How do I contact Janny?

Call Strategic Advisers at (617) 563-7000 and ask for Janny Eid. Janny works from the New York, NY office.

How long has Janny been a financial advisor?

Janny has been in the industry since 2018, about 8 years. More experience than 52% of advisors at Strategic Advisers.

What licenses does Janny hold?

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

Is Janny a fiduciary?

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

How is Janny paid?

Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Janny 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.

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