Stefani Lowe
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
1 stateRegistered 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 2024 to now
- Equitable Advisors, LLCOct 2023 to Mar 2024
- UchiOct 2020 to Oct 2023
- Leaderone FinancialAug 2020 to Jul 2021
- Cleveland UniversityJun 2020 to Aug 2020
- Bob Wasabi KitchenAug 2019 to Jun 2020
- Northwestern MutualDec 2018 to Feb 2019
- The Container StoreJun 2017 to Dec 2019
- University of Missouri - Kansas CityJan 2017 to May 2019
- PaneraMay 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7054161
- Firm CRD
- 104555