Brody Mcghehey
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCAug 2026 to now
- Fidelity InvestmentsJul 2026 to now
- Phoenix EnergyJul 2025 to Jul 2026
- Fidelity Investments Inc.Jun 2021 to Jul 2025
- Lifetime FitnessApr 2021 to Jun 2021
- Rhino LogisticsNov 2020 to Apr 2021
- Bin 707 Foodbar/taco Party/bin BurgerMay 2020 to Jul 2020
- Taco PartyMar 2020 to Nov 2020
- DoordashAug 2019 to May 2021
- Bin 707 FoodbarJun 2019 to Nov 2020
- Colorado Mesa UniversityAug 2018 to Jan 2021
- Discount TireAug 2018 to May 2019
- Fort Lewis CollegeAug 2016 to May 2018
- Seivert WoodworkingMay 2014 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7402450
- Firm CRD
- 104555