Scott Olson
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
ChFC®Designation
$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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2024 to now
- New York LifeMar 2024 to May 2024
- Fidelity InvestmentsMar 2021 to Feb 2024
- Nylife Securities LLCJan 2021 to Mar 2021
- New York Life Insurance CoDec 2020 to Mar 2021
- UnemployedOct 2020 to Nov 2020
- Pruco Securities, LLCJul 2015 to Oct 2020
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 6559249
- Firm CRD
- 104555