Tobias Shiner
Investment adviser representative at Strategic Advisers LLC
14 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
14 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2024 to now
- U.S. Bancorp Investments, Inc.Aug 2023 to Jun 2024
- B.O.S.S. Retirement Advisors, LLCJan 2023 to Jul 2023
- UnemployedNov 2022 to Jan 2023
- Spencer CabinetsOct 2022 to Nov 2022
- UnemployedSep 2022 to Oct 2022
- Aqua Investment PlatformApr 2022 to Sep 2022
- Private Client ServicesJun 2021 to Apr 2022
- Boeing Employee Credit UnionApr 2012 to Jun 2021
- LPL FinancialApr 2012 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 5211674
- Firm CRD
- 104555