Lifestyle Asset Management
41yrs
Top advisor by experience in Friendswood
6yrs
John Sinclair is a fiduciary financial advisor in Friendswood, Texas, with 6 years in the industry. John joined Strategic Advisers in 2025, after three years at Fidelity Personal and Workplace Advisors and a year at Equitable Advisors. 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 96 advisors with offices in Friendswood, and one of 87 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office18710 Gulf Freeway Baybrook Mall, Friendswood, TX 77546
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.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2022 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Feb 2021 – Nov 2021Equitable Advisors, LLCPreviously
Questions to ask John
Tailored to John’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 John
How do I contact John?
Call Strategic Advisers at (617) 563-7000 and ask for John Sinclair. John works from the Friendswood, TX office.
How long has John been a financial advisor?
John has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does John hold?
Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask John 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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