Cole Northrop
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 InvestmentsMay 2024 to now
- Charles Schwab & Co., Inc.Jan 2023 to May 2024
- Charles Schwab Bank, SsbJan 2023 to May 2024
- TD AmeritradeMay 2022 to May 2024
- University of Arizona OnlineMay 2022 to Jan 2023
- Pro-unlimited Temp AgencyAug 2021 to Apr 2022
- UnemployedFeb 2021 to Jul 2021
- Zumiez IncJun 2019 to Aug 2019
- Dick's Sporting GoodsJun 2018 to Jan 2021
- Tilly'sJun 2018 to Aug 2018
- University of ArizonaAug 2017 to May 2018
- Aloha Beach CampJun 2017 to Aug 2017
- University of ArizonaAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2023
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
- 7452777
- Firm CRD
- 104555