Mackenzie Gouge
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCJan 2026 to now
- Fidelity InvestmentsNov 2025 to now
- Bj's Restaurant & BrewhouseAug 2025 to Nov 2025
- Stepstone GroupFeb 2025 to Jun 2025
- Edward JonesJun 2022 to Feb 2025
- Atrium Hospitality LPNov 2021 to May 2022
- Summit Real Estate AdvisorsAug 2021 to Nov 2021
- Goldman SachsJun 2021 to Aug 2021
- Monat GlobalOct 2020 to Jun 2021
- G1 ResearchSep 2020 to Oct 2021
- Uber EatsDec 2019 to Oct 2025
- The Hotel GroupMay 2019 to Mar 2020
- Ruffalo Noel LevitzSep 2018 to Sep 2020
- UnemployedAug 2018 to Sep 2018
- Taco Time NwJun 2017 to Aug 2018
- UnemployedOct 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7253256
- Firm CRD
- 104555