Franklin Pierce Boyd
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.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsDec 2021 to now
- ClaimlinxApr 2021 to Sep 2021
- Northwestern MutualOct 2020 to Apr 2021
- Enterprise HoldingsOct 2019 to Oct 2020
- Cincinnati Stage HandsJun 2019 to Oct 2019
- Sazerac CompanyApr 2019 to Aug 2019
- Hillerich & BradsbyOct 2018 to Mar 2019
- Cardinal MovingJun 2017 to Aug 2017
- Best BuyOct 2016 to Jun 2017
- Insomnia CookiesAug 2016 to May 2017
- The University of LouisvilleAug 2015 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (KY, 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
- 7294484
- Firm CRD
- 104555