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Seth M Colby

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.

  1. Strategic Advisers LLCMar 2025 to now
  2. Fidelity InvestmentsJun 2022 to now
  3. Primerica Financial ServicesFeb 2021 to May 2022
  4. WalmartFeb 2020 to Feb 2021
  5. Skydive FyrosityJul 2019 to Aug 2021
  6. The Home DepotFeb 2019 to Aug 2019
  7. Full Time StudentJul 2018 to Jul 2019
  8. Kelly ServicesJul 2018 to Jul 2018
  9. VivintApr 2017 to Jul 2017
  10. Snow College Athletic DepartmentAug 2016 to Jun 2018
  11. Snow CollegeAug 2016 to Apr 2017

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 2 states (TX, UT).

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
7587237
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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