Dayne Ferguson
Investment adviser representative at Strategic Advisers LLC
15 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
15 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMay 2024 to now
- J.P. Morgan Securities LLCSep 2021 to Apr 2024
- JPMorgan Chase Bank, N.A.Sep 2021 to Apr 2024
- Sei Global Services Inc.Jul 2021 to Aug 2021
- UnemployedJun 2021 to Jun 2021
- South Bend - Elkhart Regional PartnershipJul 2019 to Jul 2019
- Indiana University BloomingtonAug 2017 to May 2021
- UnemployedSep 2011 to Jul 2017
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 (IN, 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
- 7454943
- Firm CRD
- 104555