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Gina Tirey-teter

Investment adviser representative at Strategic Advisers LLC
22 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

22 years in the industry.

  1. Strategic Advisers LLCMay 2025 to now
  2. Northern Kentucky University - Chase Law SchoolAug 2020 to now
  3. Fidelity Investments Institutional Services Company, IncJun 2020 to now
  4. CitiJan 2020 to Jun 2020
  5. WalgreensAug 2019 to Jan 2020
  6. KrogerFeb 2019 to Aug 2019
  7. Northkey Community CareAug 2018 to Jan 2019
  8. Wiseway Plumbing and SupplyJul 2018 to Aug 2018
  9. Greater Cincinnati Behavioral HealthMay 2017 to Jul 2018
  10. Hilton WorldwideFeb 2017 to Mar 2017
  11. KrogerNov 2016 to May 2017
  12. Procter & GambleApr 2004 to Nov 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2021
  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (TN, 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
2395565
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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