Trevor O'shaughnessy
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 InvestmentsOct 2024 to now
- Tamar Securities, LLCJan 2023 to Sep 2024
- Northwestern Mutual Investment Services LLCMay 2022 to Nov 2023
- Northwestern Mutual Life Insurance CompanyMay 2022 to Nov 2023
- UnemployedMar 2022 to May 2022
- Ventura County Fire DepartmentJun 2018 to Mar 2022
- Roux ElectricMar 2016 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7544553
- Firm CRD
- 104555