Lauren Marie Cunningham
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Lauren Marie Cunningham? Claim your profile
Contact this firm
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 InvestmentsMay 2022 to now
- Beene Wealth Management GroupMar 2022 to Apr 2022
- Woodbury Financial Services IncMar 2022 to Apr 2022
- Investors Brokerage of Texas, Ltd.Feb 2021 to Feb 2022
- Baylor Scott & WhiteDec 2020 to Jan 2021
- Renaissance Family Services of TexasSep 2020 to Feb 2021
- UnemployedMay 2020 to Sep 2020
- Corpus Christi Financial GroupAug 2019 to May 2020
- Ameriprise Financial Services, Inc.Jan 2017 to Aug 2019
- Texas A&m UniversityAug 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 6738726
- Firm CRD
- 104555