Grant Shatzer
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsDec 2024 to now
- Cetera Advisor Networks LLCAug 2023 to Nov 2024
- Cetera Investment Advisers LLCAug 2023 to Nov 2024
- North Star Resource GroupJan 2021 to Nov 2024
- Minnesota Life Insurance CompanyJan 2021 to Aug 2023
- Securian Financial Services IncJan 2021 to Aug 2023
- Cri Securities LLCJan 2021 to Oct 2021
- North Star Resource GroupSep 2020 to Dec 2020
- UnemployedAug 2020 to Sep 2020
- Texas State UniversitySep 2018 to Jul 2020
- Chili'sJun 2018 to Aug 2018
- Texas State UniversityAug 2017 to Jun 2018
- Chili'sDec 2016 to Aug 2017
- Hendrickson High SchoolAug 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7329295
- Firm CRD
- 104555