Richard Scott Levin
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2022 to now
- Bank of America, N.A.Jul 2020 to Feb 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2020 to Feb 2022
- Rollins Inc.Dec 2019 to Apr 2020
- Capitol Planning GroupJul 2017 to Oct 2019
- Principal Life Insurance CompanyJan 2017 to Jun 2017
- Principal Securities IncJan 2017 to Jun 2017
- Northwestern Mutual Life Insurance CompanyAug 2013 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6236749
- Firm CRD
- 104555