Cindy Lee Hiers
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Cindy Lee Hiers? Claim your profile
Contact this firm
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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJan 2024 to now
- UnemployedFeb 2023 to Jan 2024
- Bank of America N.A.Jun 2020 to Feb 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2020 to Feb 2023
- Mahoney Financial Organization, LLCApr 2019 to Apr 2020
- Eagle Strategies LLCSep 2016 to Apr 2020
- Nylife Securities LLCJun 2015 to Apr 2020
- New York Life Insurance CoMay 2015 to Apr 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 3234232
- Firm CRD
- 104555