Siara L. Spaulding
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 LLCMar 2025 to now
- Fidelity InvestmentsDec 2021 to now
- Thrivent Investment Management IncNov 2021 to Nov 2021
- Banana Republic Factory Retail Store, GapMay 2021 to Aug 2021
- J.P. Morgan Securities LLCMay 2020 to Nov 2021
- JPMorgan Chase Bank, N.A.Mar 2020 to Nov 2021
- Gap Inc, Banana RepublicOct 2018 to Feb 2020
- Destination MaternityNov 2017 to Oct 2018
- Gap Inc, Old NavyNov 2015 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 7257383
- Firm CRD
- 104555