Sean L Parry
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$1.4TFirm assets
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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 InvestmentsMar 2021 to now
- MML Investor Services, LLCDec 2019 to Mar 2021
- Massmutual Life Insurance CompanyOct 2019 to Mar 2021
- Northwestern Mutual Wealth Management CompanyJan 2019 to Nov 2019
- Northwestern Mutual Investment Services LLCSep 2018 to Nov 2019
- Northwestern Mutual Life Insurance CompanySep 2018 to Nov 2019
- Self EmployedJan 2015 to Nov 2018
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7015825
- Firm CRD
- 104555