Noah Michael Lewis
Investment adviser representative at Strategic Advisers LLC
14 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
14 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2022 to now
- UnemployedMay 2022 to Jun 2022
- Powerhouse Retail ServicesJun 2021 to May 2022
- UnemployedJan 2021 to Jun 2021
- AmazonDec 2020 to Jan 2021
- UnemployedAug 2020 to Dec 2020
- AmazonJun 2020 to Aug 2020
- UnemployedAug 2019 to Jun 2020
- Powerhouse Retail ServicesJun 2019 to Aug 2019
- UnemployedAug 2018 to Jun 2019
- Powerhouse Retail ServicesJun 2018 to Aug 2018
- UnemployedAug 2017 to Jun 2018
- Powerhouse Retail ServicesJun 2017 to Aug 2017
- UnemployedJun 2012 to Jun 2017
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
- 7587277
- Firm CRD
- 104555