Errol Cavanaugh
Investment adviser representative at Strategic Advisers LLC
15 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
15 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsFeb 2022 to now
- Lenox AdvisorsJan 2021 to Dec 2021
- Mass Mutual Life Insurance CompanyJan 2021 to Dec 2021
- MML Investors Services, LLCJan 2021 to Dec 2021
- Equitable Advisors, LLCMay 2019 to Jan 2021
- UnemploymentApr 2019 to May 2019
- Evershore Financial GroupAug 2017 to Apr 2019
- Minnesota Life Insurance CompanyAug 2017 to Apr 2019
- Securian Financial Services Inc.Aug 2017 to Apr 2019
- Florida HospitalJun 2011 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6700557
- Firm CRD
- 104555