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Sheilakai Strickland

Investment adviser representative at Strategic Advisers LLC
21 yearsExperience
1 stateRegistered 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

21 years in the industry.

  1. Strategic Advisers LLCMar 2025 to now
  2. Fidelity InvestmentsNov 2023 to now
  3. UBS Financial Services Inc.May 2021 to Oct 2023
  4. UnemployedJan 2021 to Apr 2021
  5. Fashionista DecorDec 2020 to Dec 2020
  6. Fifth Third SecuritiesAug 2019 to Dec 2020
  7. Fifth Third BankJul 2019 to Dec 2020
  8. The Huntington Investment CompanyApr 2018 to Dec 2020
  9. The Huntington National BankApr 2018 to Dec 2020
  10. Huntington National BankApr 2018 to Jul 2019
  11. Fashionistah CoutureJun 2016 to Nov 2017
  12. JP Morgan Securities LLCOct 2015 to Apr 2018
  13. JPMorgan Chase Bank NAOct 2015 to Apr 2018
  14. Bank OneSep 2005 to Apr 2018
  15. JPMorgan ChaseSep 2005 to Mar 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2015
  • Series 66 · Uniform Combined State Law2019

State registrations

Registered as an investment adviser representative in 1 state (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
4987858
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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