Jennifer Culhane
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers, LLCMar 2025 to now
- Fidelity Brokerage Services, LLCJun 2021 to now
- Charles Schwab & Co., Inc.Apr 2020 to Jun 2021
- Charles Schwab Bank SsbApr 2020 to Jun 2021
- UnemployedJul 2019 to Apr 2020
- Creative PlanningApr 2018 to Jul 2019
- Merrill EdgeFeb 2018 to Apr 2018
- TD AmeritradeOct 2014 to Jan 2018
- Westwood TavernJul 2013 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2015
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 6413914
- Firm CRD
- 104555