Gino Dodd
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCFeb 2026 to now
- Fidelity InvestmentsJan 2025 to now
- Northwestern Mutual Wealth Management CompanyJun 2024 to Dec 2024
- Northwestern Mutual Investment Services LLCDec 2023 to Dec 2024
- Tyler StevensJan 2023 to Dec 2024
- Bankers LifeMay 2021 to Jan 2023
- Northwestern Mutual Life Insurance CompanyJun 2020 to Feb 2021
- City of Mission KansasMay 2016 to Aug 2017
- StudentAug 2014 to May 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (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
- 7246157
- Firm CRD
- 104555