Hunter Bacon
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
3 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsAug 2023 to now
- Morgan StanleyJul 2022 to Aug 2023
- Corient Capital Partners (aka Corient)Jan 2022 to Apr 2022
- IndustryproSep 2021 to Dec 2021
- Blue Cloud Pediatric Surgery CentersJun 2021 to Aug 2021
- Cove Capital Management Inc.Apr 2021 to Jun 2021
- Keystone National GroupFeb 2021 to Apr 2021
- Aptive EnvironmentalApr 2020 to Aug 2020
- Evo AutomationMay 2019 to Aug 2019
- Yba ShirtsJan 2019 to Apr 2019
- Chao's Asian MarketOct 2018 to Dec 2018
- The Church of Jesus Christ of Latter Day SaintsSep 2016 to Sep 2018
- Brigham Young UniversityAug 2015 to Aug 2022
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (CO, TX, UT).
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
- 7544720
- Firm CRD
- 104555