Todd Allen Edelman
Investment adviser representative at Strategic Advisers LLC
5 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
5 years in the industry.
- Strategic Advisers LLCApr 2025 to now
- Fidelity InvestmentsDec 2021 to now
- Nylife Securities LLCOct 2021 to Dec 2021
- New York Life Insurance CompanyAug 2021 to Dec 2021
- Total Sand SolutionsJun 2018 to Jul 2021
- Top Notch LogisticsJan 2018 to May 2018
- Hicks Lightning ProtectionJul 2016 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2025
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
- 7393697
- Firm CRD
- 104555