Craig Fanning
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
1 stateRegistered 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 InvestmentsFeb 2022 to now
- Charles Schwab & Co., Inc.Nov 2021 to Dec 2022
- UnemployedJul 2021 to Oct 2021
- Charles Schwab & Co., Inc.May 2021 to Jun 2021
- UnemployedSep 2020 to Apr 2021
- The Vanguard Group, Inc.Aug 2020 to Oct 2020
- PatagoniaOct 2019 to May 2020
- Farmers Financial SolutionsOct 2016 to Aug 2020
- Alvarez and MarsalAug 2015 to Nov 2016
- Harvestons Securities, IncOct 2014 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 2234422
- Firm CRD
- 104555