Tiana Loftlin
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 InvestmentsMay 2024 to now
- UnemployedAug 2023 to May 2024
- Advised Assets Groups, LLCOct 2021 to Aug 2023
- Gwfs Equities, IncOct 2021 to Aug 2023
- Edward JonesApr 2020 to Oct 2021
- Berkshire Hathaway Nevada Home ServicesAug 2019 to Apr 2020
- UnemployedJan 2019 to Aug 2019
- The Vanguard Group, Inc.Jul 2018 to Jan 2019
- UnemployedMay 2018 to Jul 2018
- Lakisha HanesDec 2017 to May 2018
- Bloomsburg UniversityJun 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (NV, 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
- 6970995
- Firm CRD
- 104555