Atticus Bohr
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
1 stateRegistered 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 2023 to now
- Charles Schwab & Co., Inc.Nov 2021 to Nov 2023
- Charles Schwab Bank, SsbNov 2021 to Nov 2023
- Minnesota Life Insurance CompanyAug 2020 to Oct 2021
- Securian Financial Advisors of the Great LakesAug 2020 to Oct 2021
- Securian Financial Services IncAug 2020 to Oct 2021
- N/aMar 2020 to Jul 2020
- San Francisco 49ersJul 2019 to Feb 2020
- San Francisco 49ersJul 2018 to Sep 2018
- Complete NutritionSep 2017 to Feb 2018
- San Francisco 49ersJul 2017 to Sep 2017
- Michigan State University - BaseballAug 2016 to May 2019
- Michigan State UniversityAug 2015 to May 2019
- Sparrow Michigan Athletic CubJul 2015 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7284933
- Firm CRD
- 104555