Tyler White
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
3 statesRegistered in
CFADesignation
$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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsFeb 2025 to now
- Morgan Stanley Private Bank, N.ANov 2022 to Feb 2025
- Morgan Stanley Smith Barney LLCApr 2022 to Feb 2025
- Northwestern Mutual Wealth Management CompanyMar 2017 to Mar 2022
- Northwestern Mutual Investment Services LLCFeb 2017 to Mar 2022
- Regions Investment SolutionsNov 2015 to Jan 2017
- Charles AndrewsJun 2014 to Feb 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 3 states (AL, 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
- 6348067
- Firm CRD
- 104555