Scotty Crouthamel
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2022 to now
- UnemployedJan 2022 to Mar 2022
- Ixl CenterSep 2021 to Nov 2021
- University of MiamiMay 2021 to Dec 2021
- BubbleDec 2020 to Apr 2021
- Code A SiteJun 2019 to Aug 2019
- North Carolina State UniversityAug 2018 to May 2021
- BubbleJun 2018 to Sep 2018
- Long Island UniversityAug 2017 to May 2018
- AllbridgeMay 2017 to Jun 2018
- RavenscroftAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7526581
- Firm CRD
- 104555