Barry L. Conover
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsOct 2021 to now
- MML Investors Services LLCJul 2021 to Oct 2021
- Massmutual Life Insurance CoJun 2021 to Oct 2021
- Mutual of Omaha Insurance CompanyMay 2019 to Jun 2021
- Mutual of Omaha Investor ServicesMay 2019 to Jun 2021
- Pruco Securities LLCJun 2014 to Apr 2019
- The Prudential Insurance Company of AmericaJun 2014 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 2175170
- Firm CRD
- 104555