Derek J. Graham
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsAug 2021 to now
- Ameriprise Financial Services IncAug 2020 to Aug 2021
- Vantage Point Wealth ManagementMay 2020 to Aug 2020
- Zips Car WashJan 2020 to Mar 2020
- Liberty University Center for Financial LiteracyAug 2019 to May 2020
- London FoggersJun 2019 to Aug 2019
- Liberty UniversityAug 2017 to May 2020
- Superior Lawn & LandscapeMay 2017 to Aug 2018
- Trinity Lutheran Church & SchoolAug 2016 to Apr 2017
- Southwest Christian High SchoolAug 2013 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 7263169
- Firm CRD
- 104555