Chase D. Michna
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Chase D. Michna? Claim your profile
Contact this firm
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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMay 2021 to now
- Park Avenue SecuritiesMar 2019 to May 2021
- Guardian Life Insurance CompanyJan 2019 to May 2021
- Massachusetts Mutual Life Insurance CompanyMar 2018 to Jan 2019
- MML Investors Services, LLCMar 2018 to Jan 2019
- Self EmployedOct 2017 to Feb 2018
- Lincoln Financial AdvisorsMar 2015 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (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
- 6329085
- Firm CRD
- 104555