Louis Barnes
Investment adviser representative at Strategic Advisers LLC
15 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
15 years in the industry.
- Strategic Advisers LLCOct 2025 to now
- Fidelity InvestmentsAug 2025 to now
- Door DashMar 2025 to Aug 2025
- UnemployedApr 2024 to Mar 2025
- Wells Fargo Clearing Services, LLCSep 2019 to Apr 2024
- Morgan Stanley Private Bank, National AssociationJan 2015 to Sep 2019
- Morgan StanleyDec 2010 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1994
- Series 66 · Uniform Combined State Law2011
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
- 2529162
- Firm CRD
- 104555