Trevor James Mowry
Investment adviser representative at Strategic Advisers LLC
14 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
14 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2022 to now
- UberJun 2022 to Jun 2022
- Fidelity InvestmentsMay 2021 to Aug 2021
- GuidedprJun 2020 to Oct 2020
- Woodgrain BagelsFeb 2019 to May 2022
- University of Colorado BoulderJan 2019 to May 2022
- California Polytechnic State UniversityJun 2018 to Dec 2018
- Core Soccer AcademyAug 2015 to Jun 2022
- University SchoolsJun 2012 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
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
- 7587211
- Firm CRD
- 104555