Sean Rhodes
Investment adviser representative at Strategic Advisers LLC
18 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
18 years in the industry.
- Strategic Advisers LLCMay 2026 to now
- Fidelity InvestmentsMay 2026 to now
- Merrill LynchJul 2025 to Apr 2026
- Fidelity InvestmentsFeb 2022 to Aug 2025
- CitigroupDec 2021 to Jan 2022
- Citigroup Wealth ManagementNov 2021 to Jan 2022
- Merrill LynchSep 2019 to Dec 2021
- UnemployedJun 2019 to Sep 2019
- TeslaMay 2018 to Sep 2019
- Best BuyMar 2018 to Jul 2018
- AdpAug 2017 to Jun 2018
- Suddath LogisticsApr 2017 to Aug 2017
- Apple IncJun 2008 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7173778
- Firm CRD
- 104555