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Deshawn Price

Investment adviser representative at Strategic Advisers LLC
7 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

7 years in the industry.

  1. Strategic Advisers LLCMay 2025 to now
  2. Fidelity InvestmentsSep 2021 to now
  3. Royal United MortagaeJun 2021 to Sep 2021
  4. Charles Schwab & Co., Inc.Jun 2020 to Jun 2021
  5. GncMar 2019 to May 2020
  6. Ruby TuesdayApr 2018 to Mar 2019
  7. Boys & Girls ClubAug 2017 to Mar 2019
  8. Red LobsterAug 2016 to Apr 2018
  9. Amazon.com LLCApr 2014 to Jul 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2021
  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 2 states (IN, 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
7265496
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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