Sean Patrick Troy
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 LLCNov 2025 to now
- Fidelity InvestmentsOct 2025 to now
- Morgan Stanley Smith Barney LLCJan 2023 to Jul 2025
- E*trade Securities LLCJun 2022 to Sep 2023
- Allstate Insurance (jack Hallberg-valek Agency)May 2020 to Jun 2022
- Grubhub (self-employed)Mar 2020 to Feb 2021
- IkeaJan 2020 to Aug 2020
- Doordash (self Employed)Dec 2019 to Jan 2021
- BabysitterJul 2019 to Oct 2019
- PotbellyJan 2019 to Jan 2020
- Self EmployedAug 2018 to Jun 2019
- Advanced Orthopedic & Spine CareMay 2018 to Oct 2025
- Carl Sandburg High SchoolAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (IN, 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
- 7527243
- Firm CRD
- 104555