Mark Bassett
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 LLCApr 2026 to now
- Fidelity InvestmentsFeb 2026 to now
- UnemployedJun 2025 to Jan 2026
- Wells Fargo Bank, NAFeb 2024 to Jun 2025
- UnemployedJul 2022 to Jan 2024
- Bank of AmericaFeb 2022 to Jun 2022
- Edward JonesJan 2021 to Feb 2022
- TD AmeritradeFeb 2017 to Jan 2021
- Bank of America/merrill Lynch, Pierce, Fenner & Smith IncJan 2012 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 5899265
- Firm CRD
- 104555