Gary C. Stout
Investment adviser representative at Strategic Advisers LLC
25 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$1.4TFirm assets
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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
25 years in the industry.
- Strategic Advisers LLCJul 2026 to now
- Fidelity Brokerage Services LLCMay 2026 to now
- Fidelity Technology Group, LLCNov 2023 to May 2026
- Fidelity Personal and Workplace AdvisorsJul 2018 to Nov 2023
- Fidelity Brokerage Services LLCJul 2001 to Nov 2023
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2001
- Series 66 · Uniform Combined State Law2005
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 4 states (IN, KY, OH, 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
- 4267949
- Firm CRD
- 104555