Susan F. Graham
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Susan F. Graham? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2021 to now
- UnemployedJan 2021 to Jun 2021
- Symetra Life Insurance CompanyDec 2018 to Dec 2020
- Symetra Securities, Inc.Dec 2018 to Dec 2020
- Evershore FinancialAug 2018 to Oct 2018
- Minnesota LifeAug 2018 to Oct 2018
- Securian Financial Services Inc.Aug 2018 to Oct 2018
- UnemployedFeb 2018 to Aug 2018
- AXA Advisors, LLCSep 2017 to Jan 2018
- UnemployedNov 2016 to Sep 2017
- AIG SunamericaOct 2014 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law2001
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1659966
- Firm CRD
- 104555