Adrian Immel
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Adrian Immel? 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsApr 2022 to now
- UnemployedJan 2022 to Mar 2022
- John Brown UniversityAug 2021 to Dec 2021
- Mercedes-benzJun 2021 to Jul 2021
- John Brown UniversityApr 2020 to May 2021
- John Brown University (cafeteriaOct 2019 to Mar 2020
- John Brown UniversityJul 2018 to Sep 2019
- Ruester GmbhMay 2018 to Jun 2018
- Michelberg GymnasiumSep 2017 to Apr 2018
- Wmf Group GmbhJul 2017 to Aug 2017
- Michelberg GymnasiumSep 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7542261
- Firm CRD
- 104555