Robert Brayden Holker
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsSep 2021 to now
- Asset Staffing IncDec 2020 to Sep 2021
- Utah Valley UniversityAug 2019 to Aug 2021
- Lazy S&k, LLCApr 2019 to Oct 2019
- UnemployedJan 2019 to Mar 2019
- Quick Quack Car WashJun 2018 to Jul 2018
- Snow CollegeJan 2018 to Dec 2018
- UnemployedMay 2017 to Dec 2017
- Southern Utah UniversityJan 2016 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 (TX, UT).
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
- 7449187
- Firm CRD
- 104555