Stephanie Cadenhead
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsDec 2021 to now
- Citizens Securities, Inc.Jan 2020 to Dec 2021
- Gwfs Equities, IncAug 2019 to Dec 2019
- UnemployedJun 2019 to Aug 2019
- Bank of America, N.A.Jun 2018 to May 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2018 to May 2019
- Charles Schwab & Co., IncApr 2016 to Jun 2018
- Charles Schwab BankApr 2016 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 4620664
- Firm CRD
- 104555