Garreth Lautz
Investment adviser representative at Strategic Advisers LLC
24 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
24 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsNov 2023 to now
- Northwestern Mutual Wealth Management CompanyMay 2023 to Nov 2023
- Northwestern Mutual Investment Services LLCNov 2021 to Nov 2023
- Northwestern Mutual Life Insurance CompanyNov 2021 to Nov 2023
- UnemployedMay 2021 to Nov 2021
- Associated StudentsOct 2019 to Mar 2020
- Reno AcesMay 2019 to Aug 2019
- H and T Battery ComponentsMay 2018 to Aug 2018
- StudentAug 2002 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7450450
- Firm CRD
- 104555