Ronald Gibbs
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
CFADesignation
$1.4TFirm assets
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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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsApr 2024 to now
- UnemployedMar 2024 to Mar 2024
- Onxx DigitalJan 2022 to Feb 2024
- Creative Dynamic ManagementMay 2021 to Dec 2023
- UnemployedMar 2021 to Apr 2021
- Nuset Dental Implant CentersJan 2018 to Feb 2021
- UnemployedOct 2017 to Dec 2017
- Dental SolutionsDec 2015 to Sep 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 1934370
- Firm CRD
- 104555