Trenton Howard
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Trenton Howard? Claim your profile
Contact this firm
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
- Purdue UniversityAug 2020 to May 2021
- Howard Swine FarmsJun 2020 to Jul 2020
- Chumley's PubMay 2020 to Aug 2020
- Purdue UniveristyAug 2019 to May 2020
- Howard Swine FarmsJun 2019 to Jul 2019
- Monsanto CompanyMay 2019 to Aug 2019
- Purdue UniversityAug 2018 to May 2019
- Howard Swine FarmsJun 2018 to Jul 2018
- Agreliant GeneticsMay 2018 to Aug 2018
- Purdue UniversityAug 2017 to May 2018
- Howard Swine FarmsJun 2017 to Jul 2017
- Caston High SchoolAug 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 (IN, 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
- 7402485
- Firm CRD
- 104555