Mason Hardy
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsOct 2022 to now
- Cambridge AssociatesNov 2021 to Oct 2022
- Equitable Advisors, LLCJun 2021 to Nov 2021
- Uber EatsMay 2020 to Jun 2021
- Full Time Education, James Madison UniversityAug 2019 to May 2020
- Ryan HomesJun 2019 to Aug 2019
- Full Time Education, James Madison UniversityAug 2018 to Jun 2019
- Ryan HomesJun 2018 to Aug 2018
- Full Time Education, James Madison UniversityAug 2017 to Jun 2018
- American Family FitnessJun 2017 to Aug 2017
- The Dominion ClubAug 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7394804
- Firm CRD
- 104555