Gavin Mease
Investment adviser representative at Strategic Advisers LLC
16 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
16 years in the industry.
- Strategic Advisers LLCSep 2026 to now
- Fidelity InvestmentsMay 2026 to now
- TIAAMar 2022 to Mar 2025
- TIAA-CREF Individual & Institutional Services, LLCMar 2022 to Mar 2025
- The White House Historical AssociationNov 2017 to Nov 2020
- New Caps LLCDec 2016 to Dec 2016
- Mlb Network Inc.Apr 2015 to Jul 2026
- Ckf ConsultingApr 2014 to Feb 2022
- Walt Whitman High School Speech & Debate TeamSep 2012 to May 2019
- George Mason UniversityAug 2010 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 7497820
- Firm CRD
- 104555