Richard C. Grove
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 LLCSep 2025 to now
- Fidelity InvestmentsDec 2020 to now
- Orion Portfolio SolutionsJun 2019 to Nov 2020
- Under ArmourJun 2019 to Oct 2019
- UnemployedApr 2019 to Jun 2019
- TD AmeritradeNov 2018 to Apr 2019
- Applied UnderwritersAug 2017 to Oct 2018
- Unemployed Because of TravelingJun 2017 to Aug 2017
- ScheelsJun 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2025
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
- 7040132
- Firm CRD
- 104555