Haley Renee Guthrie
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Haley Renee Guthrie? Claim your profile
Contact this firm
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
10 years in the industry.
- Strategic Advisers LLCOct 2025 to now
- Fidelity InvestmentsSep 2025 to now
- Charles Schwab & Co., Inc.Aug 2019 to Sep 2025
- Weaver FundraisingApr 2019 to Aug 2019
- Indianapolis Motor SpeedwayApr 2019 to May 2019
- Finance of America Mortgage LLCJan 2019 to Mar 2019
- Purdue UniversityAug 2018 to Dec 2018
- Purdue University Office of EngagementJan 2018 to Aug 2018
- American Red Cross West Central IndianaAug 2017 to Dec 2017
- MenardsApr 2016 to Oct 2019
- Purdue UniversityJan 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (IN, 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
- 7168654
- Firm CRD
- 104555