Blake Rossman
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Blake Rossman? 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2023 to now
- Bank of America, N.A.Jan 2022 to Feb 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2022 to Feb 2023
- Fidelity InvestmentsJun 2021 to Dec 2021
- LPL Financial, LLCMay 2020 to Jul 2021
- True Wealth Financial PartnersMay 2020 to Jul 2021
- The University of Washington TacomaSep 2017 to May 2019
- Ridge Motorsports ParkApr 2017 to Aug 2017
- UnemployedAug 2015 to Apr 2017
- Tacoma Community CollegeSep 2014 to May 2017
- Rossman ImageryJun 2014 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 7257365
- Firm CRD
- 104555