Meghann C.c. Coyle
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$1.4TFirm assets
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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 InvestmentsNov 2020 to now
- Equitable Advisors, LLC.Aug 2020 to Oct 2020
- Visual Arts LtdMay 2020 to Aug 2020
- The Excelsior GroupAug 2019 to Mar 2020
- University of MinnesotaFeb 2019 to Aug 2019
- Mohagen Hansen Architects | InteriorsMar 2015 to Feb 2019
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7281998
- Firm CRD
- 104555