Clark M. Turner
Investment adviser representative at Strategic Advisers LLC
15 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
15 years in the industry.
- Strategic Advisers LLCMar 2026 to now
- Fidelity InvestmentsJan 2026 to now
- State Farm Investment Management CorpJan 2025 to Jan 2026
- State Farm Vp Management CorpJan 2025 to Jan 2026
- Phillip Bell Insurance AgencyNov 2024 to Jan 2026
- Tim Broyles Insurance AgencyNov 2024 to Jan 2026
- UnemployedMay 2023 to Nov 2024
- Morgan StanleyMar 2023 to May 2023
- E*trade Capital Management LLCNov 2020 to May 2023
- E*trade Securities LLCOct 2020 to May 2023
- Clark Mithcell Turner, Iii, LLCSep 2019 to Oct 2020
- Suntrust Investment Services, Inc.Mar 2011 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 2950941
- Firm CRD
- 104555