Haley Truchan
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
3 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2021 to now
- University of DenverAug 2020 to Jul 2021
- Fidelity InvestmentsJun 2020 to Aug 2020
- University of DenverAug 2019 to Jun 2020
- Taco MvJun 2019 to Aug 2019
- University of DenverAug 2018 to Jun 2019
- Reliable Research SolutionsJun 2018 to Aug 2018
- Eat Well Inc. Cafe ToscaJun 2018 to Jul 2018
- University of DenverAug 2017 to Jun 2018
- RagsJun 2017 to Aug 2017
- Hingham High SchoolAug 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (CT, NY, 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
- 7419993
- Firm CRD
- 104555