Osaic Wealth
47yrs
Top advisor by experience in Rancho Santa Margarita
4yrs
John Leat
Financial advisor at Strategic Advisers
John Leat is a fiduciary financial advisor in Rancho Santa Margarita, California, with 4 years in the industry. John joined Strategic Advisers in 2025, after a year at Fidelity Personal and Workplace 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 20 advisors with offices in Rancho Santa Margarita, and one of 18 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
OfficeRancho Santa Margarita, CA
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
- Nov 2023 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
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 Leat. John works from the Rancho Santa Margarita, CA office.
How long has John been a financial advisor?
John has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does John hold?
Series 63, Series 65. 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.
Other advisors nearby
LPL Financial
33yrs
Top 10% by experience in Rancho Santa Margarita
Transamerica Financial Advisors
32yrs
Top 7% by experience at Transamerica Financial Advisors
Strategic Advisers
31yrs
Top 2% by experience at Strategic Advisers
RBC Capital Markets
28yrs
Top 19% by experience nationwide
Voya Financial Advisors
28yrs
Gavin Gruenberg
Financial advisor
30211 Avenida DE Las Banderas Suite 200
Rancho Santa Margarita, CA 92688
Rancho Santa Margarita, CA 92688
Top 21% by experience at Voya Financial Advisors