Neil Schraffenberger
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4TFirm assets
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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 InvestmentsOct 2024 to now
- Charles Schwab & Co., Inc.Apr 2023 to Oct 2024
- Charles Schwab Bank, SsbApr 2023 to Oct 2024
- Syntegra Private Wealth Group LLCFeb 2023 to Apr 2023
- Securities America AdvisorsMay 2019 to Apr 2023
- Securities America, Inc.May 2019 to Apr 2023
- Bancwest Investment Services, Inc.Aug 2018 to Oct 2018
- Bank of the WestAug 2018 to Oct 2018
- Reiver's Bar/grillMar 2018 to Mar 2023
- Lakewood Country ClubSep 2017 to May 2018
- Stanley's PubJun 2017 to Sep 2017
- Unemployed - TravelingSep 2016 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 6190504
- Firm CRD
- 104555