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Hannah Park

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.

  1. Strategic Advisers LLCMar 2025 to now
  2. Fidelity InvestmentsJun 2021 to now
  3. Ministere Nationale De L'education Et De La JeunesseJan 2021 to Apr 2021
  4. Middle Tennessee State UniversityNov 2020 to Dec 2020
  5. UnemployedJun 2020 to Oct 2020
  6. Mount Holyoke CollegeSep 2019 to May 2020
  7. Mount Holyoke CollegeJan 2019 to May 2019
  8. Mount Holyoke CollegeSep 2017 to May 2018
  9. Boston Symphony OrchestraJun 2017 to Aug 2017
  10. Mount HolyokeSep 2016 to May 2020
  11. Mount Holyoke CollegeSep 2016 to May 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2021
  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 2 states (CA, 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
7401579
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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