Dylan Schaetzel
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Dylan Schaetzel? Claim your profile
Contact this firm
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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2022 to now
- Reed Finance Center (elon University)Aug 2021 to May 2022
- Precision Landscape ManagementJun 2021 to Aug 2021
- Vail ResortsDec 2019 to Jan 2020
- Better Blades Landscaping, LLCMay 2019 to Aug 2019
- Elon UniversityAug 2018 to May 2022
- Golf Club of AvonMay 2018 to Aug 2018
- Farmington River TubingMay 2017 to Aug 2017
- Avon Old Farms SchoolAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7599105
- Firm CRD
- 104555