Amanda Massey
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsSep 2022 to now
- Equitable Advisors, LLCAug 2021 to Sep 2022
- Grandview High School - Cherry Creek School DistrictApr 2021 to Jun 2021
- Equitable Advisors, LLC - Ian Cook and Corey MableDec 2020 to Aug 2021
- Blackstone Country Club - Club CorpJun 2019 to Dec 2020
- The Egg and ISep 2018 to May 2019
- Oppenheimer Funds IncJun 2018 to Aug 2018
- The Goat and Clover TavernSep 2017 to May 2019
- Colorado Mesa UniversityAug 2015 to May 2019
- The Rock Restaurant and BarJul 2014 to Feb 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7326465
- Firm CRD
- 104555