Leslie Barry
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 InvestmentsFeb 2024 to now
- UnemployedNov 2023 to Feb 2024
- 49 Wealth Management LLCJan 2023 to Nov 2023
- Purshe Kaplan Sterling InvestmentsNov 2020 to Nov 2023
- Thrivent Advisor Network d/b/a 49 FinancialNov 2020 to Jan 2023
- Houzz, Inc.Jul 2019 to Nov 2020
- 24 Hour FitnessJul 2019 to Oct 2019
- UnemployedJun 2019 to Jul 2019
- High Profile PromotionsMar 2019 to May 2019
- Academy Sports + OutdoorsJun 2018 to Jun 2019
- UnemployedAug 2017 to Jun 2018
- Kohl's Dept StoresJun 2017 to Aug 2017
- Texas A&m University Department of Sports and RecreationMay 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2022
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
- 7331549
- Firm CRD
- 104555