Lionel Eason
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Lionel Eason? Claim your profile
Contact this firm
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 InvestmentsJan 2024 to now
- DfasMay 2021 to now
- Brooks InternationalJul 2023 to Dec 2023
- U.S. ArmyApr 2023 to Aug 2023
- Confidential InsuranceOct 2022 to Apr 2023
- Usha InsuranceJun 2022 to Sep 2022
- FedexDec 2020 to Jan 2021
- AmazonJul 2020 to Aug 2020
- Ace HardwareApr 2020 to Aug 2020
- ChipotleFeb 2020 to Mar 2020
- Old Trail SchoolJun 2019 to Aug 2019
- Eddie BauerMay 2019 to Aug 2019
- Mercyhurst UniversityAug 2018 to May 2022
- Superior TireJun 2018 to Aug 2018
- Ace HardwareJul 2017 to Sep 2017
- Cable Hallow Golf CourseJun 2017 to Sep 2017
- Warren Area High SchoolAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 7365341
- Firm CRD
- 104555