Avery Sawyer
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMay 2024 to now
- Morgan Stanley Private Bank, N.ASep 2023 to May 2024
- Morgan StanleyJun 2023 to May 2024
- SabbaticalFeb 2022 to May 2023
- Bok Financial Securities, Inc.Mar 2020 to Jan 2022
- BOKF, NAJun 2019 to Mar 2020
- Self EmployedNov 2018 to Dec 2018
- Seeking SittersDec 2016 to Dec 2018
- The Vanguard Group, Inc.Sep 2016 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (OK, 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
- 6655732
- Firm CRD
- 104555