Darrell Sharp
Investment adviser representative at Strategic Advisers LLC
19 yearsExperience
3 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Darrell Sharp? 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
19 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsFeb 2024 to now
- Assurance IqApr 2022 to Feb 2024
- New York LifeNov 2021 to Apr 2022
- The Prudential Insurance Company of AmericaJun 2020 to Oct 2021
- Pruco Securities LLCFeb 2020 to Oct 2021
- Tms Toyota North American Parts Center KyJul 2007 to Feb 2021
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (KY, OH, 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
- 7239891
- Firm CRD
- 104555