Blake D. Webb
Investment adviser representative at Strategic Advisers LLC
16 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
16 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsFeb 2023 to now
- New York Life Insurance CompanyJul 2022 to Jan 2023
- American Century Investment Services, Inc.Jan 2020 to Apr 2022
- First WatchAug 2019 to Dec 2019
- Doordash, Inc.May 2019 to Jan 2023
- Bank MidwestNov 2018 to May 2019
- Olive GardenMay 2018 to Aug 2018
- Campus Life & Leadership - Blue RiverSep 2017 to Dec 2017
- James Lewis ElementarySep 2017 to Dec 2017
- Hy-veeJul 2011 to Dec 2016
- StudentJan 2010 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (KS, MO, 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
- 7209120
- Firm CRD
- 104555