Bobbi jo F Bass
Investment adviser representative at Strategic Advisers LLC
16 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
16 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsDec 2020 to now
- Stitch FixOct 2020 to Dec 2020
- WalgreensMar 2020 to Aug 2020
- The Platinum Loft Salon dba Hair By Bobbi BassFeb 2020 to Dec 2020
- MonatAug 2019 to Dec 2020
- Schwarzkopf ProfessionalJun 2018 to Apr 2019
- Tangled Teased and Tamed Salon dba Hair By Bobbi BassJan 2017 to Jan 2020
- Forrester & Friends Studio 18Dec 2010 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7322445
- Firm CRD
- 104555