Gavin Gleason
Investment adviser representative at Strategic Advisers LLC
26 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
26 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2022 to now
- UnemployedAug 2021 to May 2022
- DoordashJun 2020 to Jun 2021
- Camden County High SchoolJun 2020 to Aug 2020
- UnemployedSep 2019 to Jun 2020
- AmazonJul 2019 to Aug 2019
- University of FloridaAug 2018 to May 2022
- UnemployedAug 2018 to Jul 2019
- Zaxby'sFeb 2017 to Jul 2018
- Yulee High SchoolAug 2014 to May 2018
- UnemployedAug 2000 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7586310
- Firm CRD
- 104555