Chandler Michael Herl
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 InvestmentsNov 2021 to now
- The Vanguard Group, IncJun 2021 to Oct 2021
- Ameriprise Financial Services, LLCJul 2019 to Jun 2021
- Shamrock FoodsJun 2019 to Jun 2019
- UnemployedApr 2019 to Jul 2019
- USAA Financial Services CompanyJul 2018 to Apr 2019
- Learning Care GroupApr 2018 to Jul 2018
- Core Communications LLCApr 2018 to Apr 2018
- Northern Arizona UniversityAug 2016 to May 2018
- Sam's ClubMay 2016 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 5791037
- Firm CRD
- 104555