Cody Whiren
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Cody Whiren? Claim your profile
Contact this firm
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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2023 to now
- Chic Fil AAug 2023 to Sep 2023
- Door DashJul 2023 to Sep 2023
- Comerica BankMay 2022 to Jun 2023
- Michigan Health Information NetworkJan 2022 to May 2022
- Full Time EducationOct 2021 to Jan 2022
- Hillis Brother's PaintingMay 2021 to Oct 2021
- UnemployedApr 2020 to May 2021
- Door DashOct 2019 to Apr 2020
- Full Time EducationAug 2019 to Oct 2019
- Jack's Fruit MarketJul 2019 to Aug 2019
- Frank'sJun 2019 to Jun 2019
- Full Time EducationSep 2018 to Jun 2019
- Arby'sJul 2018 to Sep 2018
- UnemployedApr 2013 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7515834
- Firm CRD
- 104555