Reilly Townsend
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
- Globe Life - Liberty National DivisionMay 2021 to May 2022
- Zoom RosesAug 2020 to Jul 2022
- Interwest Moving and StorageMar 2020 to Mar 2021
- University of ArkansasMay 2018 to Dec 2019
- University of ArkansasJul 2017 to Apr 2018
- Shadow Valley Country ClubMay 2017 to Jun 2017
- Raising Cane's Chicken FingersAug 2016 to Mar 2017
- University of ArkansasFeb 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State 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
- 7587232
- Firm CRD
- 104555