Lucille Benschoter
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsOct 2021 to now
- Charles SchwabJul 2021 to Aug 2021
- Enterprise Rent a CarJul 2020 to Jun 2021
- Tarleton State UniversityJan 2020 to May 2020
- Panda ExpressOct 2018 to Nov 2019
- Brookshire'sJan 2018 to Oct 2018
- Rock HouseMay 2017 to Aug 2017
- Eastland Independent School DistrictFeb 2017 to Dec 2019
- Tarleton State UniversityAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7407964
- Firm CRD
- 104555