Christian Lowe
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Christian Lowe? Claim your profile
Contact this firm
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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJan 2023 to now
- Neal Prasad LLCNov 2022 to Dec 2022
- Aces Courier Services LLCAug 2022 to Oct 2022
- AmazonJun 2022 to Jul 2022
- Falck Alameda CountyNov 2021 to Jun 2022
- UnemployedJul 2021 to Oct 2021
- City of RenoApr 2021 to Jun 2021
- Bank of America, N.A.Dec 2016 to Mar 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2015 to Mar 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 5238565
- Firm CRD
- 104555