Darby Whelan Handford
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Fidelity Brokerage Services LLCJul 2026 to now
- Strategic Advisers, LLCApr 2025 to now
- Fidelity InvestmentsNov 2024 to now
- Northwestern Mutual Wealth Management CompanyJun 2024 to Nov 2024
- Northwestern Mutual Investment Services LLCJul 2021 to Nov 2024
- James MunderFeb 2021 to Nov 2024
- Indy PremierAug 2020 to Apr 2021
- Sherwin WilliamsJun 2020 to Nov 2020
- UnemployedMay 2020 to Jun 2020
- StudentMar 2020 to May 2020
- AstralJan 2020 to Mar 2020
- StudentAug 2019 to Jan 2020
- Lord CorporationMay 2019 to Aug 2019
- StudentAug 2017 to May 2019
- YmcaMay 2017 to Aug 2017
- StudentAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (IN, 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
- 7331851
- Firm CRD
- 104555