Lauri K. Howe
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 LLCJul 2025 to now
- Fidelity InvestmentsJun 2025 to now
- UnemployedApr 2024 to May 2025
- Fidelity InvestmentsJul 2021 to Apr 2024
- UnemployedAug 2020 to Jul 2021
- TD BankJul 2020 to Aug 2020
- UnemployedDec 2019 to Jul 2020
- Wells Fargo Clearning Services, LLCJun 2018 to Dec 2019
- Fifth Third SecuritiesFeb 2017 to Jul 2018
- Edward JonesSep 2012 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 6115152
- Firm CRD
- 104555