Colin J. Reilly
Investment adviser representative at Strategic Advisers LLC
25 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
25 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMay 2021 to now
- U.S. Bancorp Investments, Inc.Jan 2019 to Apr 2021
- Northwestern Mutual Wealth Management CompanyMay 2018 to Dec 2018
- Julie HetlandJan 2018 to Dec 2018
- Northwestern Mutual Investment Services, IncJan 2018 to Dec 2018
- UnemployedSep 2017 to Dec 2017
- Citigroup Global Markets Inc.May 2001 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 4407521
- Firm CRD
- 104555