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Olivia Brahler

Investment adviser representative at Strategic Advisers LLC
11 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

11 years in the industry.

  1. Strategic Advisers LLCMar 2025 to now
  2. Fidelity InvestmentsSep 2024 to now
  3. Key BankAug 2022 to Aug 2024
  4. LululemonJun 2021 to Jan 2022
  5. John CarrollMay 2021 to Sep 2022
  6. UnemployedDec 2020 to May 2021
  7. Lord AbbettJul 2020 to Sep 2024
  8. UnemployedDec 2019 to Jul 2020
  9. Ohio UniversityAug 2016 to Jun 2020
  10. MalleysSep 2015 to Aug 2018

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (OH, 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
7286309
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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