Skylar Mccauley
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
1 stateRegistered 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 LLCMar 2025 to now
- Fidelity InvestmentsJun 2020 to now
- Walgreens PharmacyJul 2019 to Jun 2020
- Hillside Fine GrillFeb 2019 to Jul 2019
- Fireside PiesNov 2018 to Feb 2019
- Ultra Body FitnessMay 2018 to Nov 2018
- University of North TexasJan 2018 to May 2021
- Red RobinJan 2018 to Jun 2018
- University of Texas At ArlingtonAug 2017 to Jan 2018
- Torchy's TacosFeb 2017 to Aug 2017
- Glorias Latin CuisineAug 2016 to Feb 2017
- Marcus High SchoolAug 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (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
- 7403153
- Firm CRD
- 104555