Spencer Stephens
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCOct 2025 to now
- Fidelity InvestmentsOct 2024 to now
- Max EliasonFeb 2022 to Oct 2024
- Oll Services - Byu-idahoAug 2021 to Oct 2024
- Five Financial Planning, LLCMar 2017 to Oct 2024
- Stephens Management CorporationJan 2014 to Jan 2022
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 6496892
- Firm CRD
- 104555