Shrier Associates
46yrs
Top advisor by experience in Milton
11yrs
Jonathan Lloyd is a fiduciary financial advisor in Milton, Massachusetts, with 11 years in the industry. Jonathan joined Strategic Advisers in 2025, after four years at Fidelity Personal and Workplace Advisors and two years at UBS Financial Services. 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 31 advisors with offices in Milton, and one of 28 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?More experience than 63% of advisors at Strategic Advisers
OfficeMilton, MA
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 ?1 state
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.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2021 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2019 – 2021UBS Financial Services Inc.Previously
Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- 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 Jonathan
How do I contact Jonathan?
Call Strategic Advisers at (617) 563-7000 and ask for Jonathan Lloyd. Jonathan works from the Milton, MA office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2015, about 11 years. More experience than 63% of advisors at Strategic Advisers.
What licenses does Jonathan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Jonathan 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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