Graham Patterson Versaw
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$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 InvestmentsMay 2023 to now
- Range FinanceOct 2022 to Apr 2023
- Capasso Planning PartnersApr 2022 to Sep 2022
- Federated Global Investment ManagementNov 2018 to Apr 2022
- Federated Investment CounselingNov 2018 to Apr 2022
- Mdt Advisers (federated)Nov 2018 to Apr 2022
- Federated HermesSep 2018 to Apr 2022
- Federated Securities CorpSep 2018 to Apr 2022
- Uber TechnologiesFeb 2018 to Aug 2018
- Zen JuiceFeb 2017 to Oct 2017
- University of Pittsburgh, College of Business AdministrationAug 2014 to Apr 2018
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 6563079
- Firm CRD
- 104555