Spencer Grayson Drennan
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
1 stateRegistered 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 InvestmentsJun 2022 to now
- Texas Christian UniversityAug 2021 to Jun 2022
- Fidelity InvestmentsJun 2021 to Aug 2021
- Texas Christian UniversityAug 2019 to Jun 2021
- Town of MoragaJun 2019 to Aug 2019
- Texas Christian UniversityJun 2018 to Jun 2019
- Moraga School DistrictJun 2017 to Jun 2018
- Campolindo HighschoolJan 2017 to Aug 2017
- Mol FootballAug 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- 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
- 7584201
- Firm CRD
- 104555