Neal Michael Rodin
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsOct 2022 to now
- Ameriprise Financial Services, LLCJan 2022 to Sep 2022
- John King for GovernorJun 2021 to Sep 2021
- Fair Ballot ProjectJan 2021 to Feb 2022
- Paula Jean Swearengin for US SenateSep 2020 to Nov 2020
- Zina Spezakis for CongressMay 2020 to Jul 2020
- DoordashApr 2020 to Jan 2022
- University of MarylandAug 2019 to Dec 2021
- Urj Eisner CampJun 2018 to Aug 2018
- Boy Scouts of AmericaDec 2017 to Sep 2019
- Tenafly Youth BasketballNov 2016 to Jun 2018
- Tenakill Swim ClubJun 2014 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 7498735
- Firm CRD
- 104555