Wells Preston Clark
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2023 to now
- Rga InvestmentsJul 2021 to May 2022
- George Pickett and AssociatesMar 2021 to Jul 2021
- Ogletree DeakinsDec 2020 to Mar 2021
- Americans for Prosperity/talentwaveSep 2020 to Nov 2020
- Allegra Print and ImagingJun 2020 to Aug 2020
- PostmatesJun 2020 to Jun 2020
- North Carolina State UniversityAug 2019 to Jun 2023
- Allegra Print and ImagingJun 2019 to Aug 2019
- Allegra Print and ImagingJun 2018 to Aug 2018
- Allegra Print and ImagingJun 2017 to Aug 2017
- Mount Tabor High SchoolAug 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7419503
- Firm CRD
- 104555