Harris M. Disken
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 LLCMar 2025 to now
- Fidelity InvestmentsJun 2022 to now
- Behle Street By SheliMar 2021 to Mar 2022
- Vonlehman Cpa and Advisory FirmDec 2020 to Mar 2021
- Behle Street By SheliJul 2020 to Dec 2020
- Point Arc. Apparel CompanyMay 2020 to Jul 2020
- UnemploymentAug 2019 to May 2020
- Sunrise TechnologyJun 2019 to Aug 2019
- UnemploymentAug 2018 to Jun 2019
- Pomeroy It SolutionsJun 2018 to Aug 2018
- UnemploymentAug 2017 to Jun 2018
- Pomeroy It SolutionsJun 2017 to Aug 2017
- Skyline ChiliMar 2017 to Jun 2017
- UnemploymentDec 2016 to Mar 2017
- Greyhound TavernDec 2016 to Dec 2016
- UnemployedAug 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (KY, 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
- 7586364
- Firm CRD
- 104555