Fawn Sivak
Investment adviser representative at Strategic Advisers LLC
21 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
21 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJan 2022 to now
- UnemployedJun 2021 to Dec 2021
- 3d Healthcare StaffingNov 2019 to Jun 2021
- Douglas Country School DistrictOct 2019 to May 2021
- Pathways of IdahoApr 2018 to Jun 2018
- Trinity Property ManagementAug 2016 to Jan 2017
- Idaho Department of Health and WelfareJun 2016 to Aug 2019
- Agape TravelJun 2005 to Jan 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7499167
- Firm CRD
- 104555