Norman Patrick Sensabaugh
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 InvestmentsMar 2025 to now
- Fidelity Brokerage Services LLCOct 2019 to now
- U.S. BankFeb 2019 to Sep 2019
- UnemployedOct 2018 to Feb 2019
- Bank of America, N.A.Aug 2018 to Oct 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2018 to Oct 2018
- Bank of AmericaJul 2017 to Jun 2018
- Cellular SalesSep 2016 to Jul 2017
- Oregon State UniversitySep 2014 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 6975187
- Firm CRD
- 104555