Steven A. Schnoke
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsFeb 2023 to now
- Fedex FreightJun 2021 to Jan 2023
- UnemployedApr 2021 to Jun 2021
- First Allied Advisory Services, Inc.Dec 2019 to Apr 2021
- First Allied Securities, Inc.Apr 2019 to Apr 2021
- Turner Wealth AdvisorsMay 2018 to Nov 2018
- The Hershey LodgeApr 2017 to Apr 2019
- Troegs Brewing CompanyApr 2015 to Apr 2017
- The Pennsylvania State UniversityAug 2014 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 6960031
- Firm CRD
- 104555