Garrett Fender
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
1 stateRegistered 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 InvestmentsOct 2024 to now
- UnemployedJul 2024 to Oct 2024
- LPL Financial LLCJan 2023 to Jul 2024
- Byu Dining Services Central Food StoresAug 2020 to Dec 2022
- LPL FinancialApr 2020 to Aug 2020
- Byu Dining Services Central Food StoresAug 2019 to Mar 2020
- Wal-martMay 2019 to Aug 2019
- Brigham Young UniversityAug 2018 to Dec 2022
- Byu Dining Services Central Food StoresAug 2018 to Apr 2019
- Wal-martJun 2018 to Aug 2018
- Godley IsdJan 2013 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7255803
- Firm CRD
- 104555