Trenten Ledbetter
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
3 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsSep 2023 to now
- Joel PurcellAug 2022 to Sep 2023
- Jaclyn PurcellJul 2022 to Sep 2023
- Northwestern Mutual Investment Services LLCDec 2021 to Sep 2023
- Northwestern Mutual Life Insurance CompanyFeb 2021 to Jul 2022
- Ohio National InsuranceNov 2020 to Jan 2021
- Fifth Third BankJul 2020 to Oct 2020
- Stock Yards Bank and TrustJan 2018 to Jul 2020
- Collins NissanSep 2017 to Jan 2018
- PNC BankDec 2016 to Sep 2017
- Cvs PharmacyMay 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 3 states (KY, 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
- 7321732
- Firm CRD
- 104555