Geoffrey S. Bearden
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
3 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 InvestmentsFeb 2021 to now
- Leader BankAug 2020 to Feb 2021
- Baystate FinancialMay 2020 to Jul 2020
- Morgan StanleyJun 2019 to Aug 2019
- AllbridgeJun 2018 to Nov 2018
- Unh Survey CenterFeb 2018 to May 2018
- University of New HampshireAug 2016 to Dec 2020
- Peel PizzaApr 2016 to Apr 2017
- Hingham RecreationJun 2015 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, 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
- 7125076
- Firm CRD
- 104555