Tyler Herron
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 LLCOct 2025 to now
- Fidelity InvestmentsSep 2025 to now
- Bank of AmericaJun 2020 to Sep 2025
- Merrill Lynch Pierce Fenner & Smith IncorporatedMar 2020 to Sep 2025
- Tycos General ContractingJun 2019 to Nov 2019
- Mad Mex Happy ValleyAug 2018 to Feb 2020
- The Heights At State CollegeAug 2018 to Aug 2018
- Everingham & Kerr Inc.May 2018 to Aug 2018
- Kennett YmcaJun 2017 to Aug 2017
- United Parcel ServiceAug 2016 to Feb 2017
- Penn State UniversityAug 2015 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (DE, PA, 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
- 7217688
- Firm CRD
- 104555