Cody A Gullikson
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCJun 2025 to now
- Fidelity InvestmentsJun 2022 to now
- SyscoJun 2021 to Aug 2021
- Focal Point Landscaping ContractingJun 2021 to Jun 2021
- Genest ConcreteMay 2021 to May 2021
- Express Employment ProfessionalsJun 2020 to Aug 2020
- Springfield CollegeAug 2018 to May 2022
- KarmacadreApr 2018 to Feb 2022
- Kezar Lake MarinaMay 2016 to Aug 2019
- Sun Sports+May 2015 to Aug 2018
- Fryeburg AcademyAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (ME, 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
- 7579409
- Firm CRD
- 104555