Suzanne A. Cole
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMay 2022 to now
- Lowe's CompaniesAug 2021 to Apr 2022
- Richard Moore State FarmJan 2021 to Aug 2021
- Lanell Anderson State FarmOct 2020 to Jan 2021
- Bbva BankJul 2019 to Oct 2020
- Delta AirlinesMar 2018 to Jun 2019
- The Melting PotNov 2017 to Feb 2018
- Walt Disney Parks and ResortsJul 2017 to Oct 2017
- Texas RoadhouseNov 2016 to May 2017
- Universal Studios OrlandoNov 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (NM, TX, WI).
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
- 7567891
- Firm CRD
- 104555