Hannah Rose Mitchell
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsApr 2023 to now
- UnemployedDec 2022 to Apr 2023
- Medical Properties TrustFeb 2020 to Nov 2022
- Deloitte LuxembourgOct 2019 to Feb 2020
- UnemployedJun 2019 to Oct 2019
- HSBCJun 2018 to Aug 2018
- Harvey Najim Center At St. Mary's UniversityApr 2018 to May 2019
- Coach for CollegeJul 2017 to Aug 2017
- Schmalkalden UnivsersityJun 2017 to Jul 2017
- St. Mary's UniversityAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7030989
- Firm CRD
- 104555