Trent M Wiest
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 LLCNov 2025 to now
- Fidelity InvestmentsJun 2022 to now
- UberNov 2021 to Apr 2022
- The Lodge CannabisApr 2019 to Oct 2021
- Csu Global CampusApr 2019 to Dec 2019
- UnemployedMar 2018 to Mar 2019
- WalmartDec 2017 to Feb 2018
- Darden ResturantsOct 2017 to Jan 2018
- Bankers LifeFeb 2016 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7584205
- Firm CRD
- 104555