Owen Pasvogel
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.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2021 to now
- UncoJan 2021 to Apr 2021
- DoordashMar 2020 to Jun 2021
- UncoSep 2019 to Mar 2020
- Broadmoor ResortMay 2019 to Sep 2019
- UncoAug 2018 to May 2019
- Fox SportsJun 2018 to Jul 2018
- Broadmoor ResortMay 2018 to Aug 2018
- Freedom HondaMay 2018 to Aug 2018
- UncoAug 2017 to Apr 2018
- Broadmoor ResortApr 2017 to Aug 2017
- Freedom HondaApr 2017 to Aug 2017
- UnemployedSep 2016 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7395746
- Firm CRD
- 104555