Avery Braun
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2022 to now
- TD AmeritradeJul 2020 to May 2022
- The Edge Fitness Clubs, LLCOct 2019 to Mar 2020
- University of Missouri St. LouisAug 2018 to May 2020
- Recruits Baseball ClubMay 2018 to Aug 2018
- St. Charles Community CollegeAug 2017 to May 2018
- Webster UniversityAug 2016 to May 2017
- Kona Ice, LLCMay 2014 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (MO, 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
- 7280061
- Firm CRD
- 104555