Geoffrey Paul Lay
Investment adviser representative at Strategic Advisers LLC
19 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
19 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsDec 2020 to now
- Equitable Advisors, LLCJun 2020 to Nov 2020
- AXA AdvisorsJun 2020 to Jun 2020
- AXA EquitableJun 2020 to Jun 2020
- UnemployedDec 2019 to May 2020
- Hornor Townsend & Kent LLCAug 2019 to Nov 2019
- UnemployedSep 2017 to Jul 2019
- Fidelity Brokerage Services, LLCAug 2007 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 5291695
- Firm CRD
- 104555