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Liam Jonathan patrick Robinson

Investment adviser representative at Strategic Advisers LLC
9 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

9 years in the industry.

  1. Strategic Advisers LLCMar 2026 to now
  2. Fidelity InvestmentsOct 2024 to now
  3. Hoodcroft Country CAug 2024 to Oct 2024
  4. Rise North CapitalMay 2024 to Aug 2024
  5. Manchester Country ClubJun 2023 to Nov 2023
  6. Tuckers RestaurantAug 2022 to May 2024
  7. Northwestern MutualMay 2022 to Aug 2022
  8. Planet FitnessAug 2021 to Jun 2023
  9. La CarettaAug 2020 to Aug 2021
  10. Market BasketMay 2015 to Aug 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2025
  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (NH, 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
7535969
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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