Steven Newman
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2022 to now
- Fisher InvestmentsSep 2019 to Jun 2022
- Bank of America, N.A.Jun 2018 to Sep 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2018 to Sep 2019
- Northwestern Mutual Wealth Management CompanyOct 2017 to Jan 2018
- Northwestern Mutual Investment Services LLCFeb 2017 to Jan 2018
- Northwestern Mutual Life Insurance CompanyFeb 2017 to Jan 2018
- Alisped USA IncJan 2015 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 6738244
- Firm CRD
- 104555