Spencer Regis
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 Brokerage Services, LLCAug 2021 to now
- Unemployed - TravelMay 2021 to Aug 2021
- Grit MarketingApr 2021 to May 2021
- The United States Bureau of the CensusAug 2020 to Oct 2020
- Brigham Young UniversityJan 2020 to Jul 2021
- The Church of Jesus Christ of Latter Day SaintsJan 2020 to Apr 2021
- Ken Garff Automotive GroupSep 2019 to Jan 2020
- The Church of Jesus Christ of Latter Day SaintsSep 2017 to Sep 2019
- As You Wish PotteryJan 2017 to Aug 2017
- Full Time Student - NuamesAug 2016 to Jan 2017
- Weber State UniversityAug 2015 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7426851
- Firm CRD
- 104555