Raymond L. Rivers
Investment adviser representative at Strategic Advisers LLC
9 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
9 years in the industry.
- Strategic Advisers LLCNov 2025 to now
- Fidelity InvestmentsOct 2025 to now
- Truist Advisory Services, IncMay 2025 to Oct 2025
- Truist Investment Services, IncMay 2025 to Oct 2025
- J.P. Morgan Securities LLCMar 2022 to May 2025
- JPMorgan Chase Bank, N.A.Mar 2022 to May 2025
- Getfitwitriv LLCApr 2021 to Oct 2025
- AIG Retirement Services/valic Financial AdvisorsNov 2019 to Mar 2022
- Valic Financial Advisors, Inc.Nov 2019 to Mar 2022
- Variable Annuity Life Ins CoNov 2019 to Mar 2022
- Massachusetts Mutual Life Insurance CoDec 2018 to Nov 2019
- Edward JonesJul 2018 to Nov 2019
- UnemployedMay 2018 to Jun 2018
- SanofiJun 2017 to May 2018
- MckessonMay 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
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
- 3084111
- Firm CRD
- 104555