Garrett Wade Hargis
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 InvestmentsSep 2021 to now
- Adt Security ServicesSep 2020 to Sep 2021
- Lowe's Home ImprovementApr 2020 to Sep 2020
- U.S. ArmyDec 2019 to Mar 2020
- Ssg TexasMar 2019 to Dec 2019
- Tarleton State UniversityJan 2017 to Mar 2019
- Olive GardenDec 2016 to May 2017
- Tarrant County CollegeAug 2015 to Dec 2016
- Sunglass HutMay 2014 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- 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
- 7449174
- Firm CRD
- 104555