Clay Crosby
Investment adviser representative at Strategic Advisers LLC
16 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
16 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2022 to now
- Rockefeller Capital ManagementJul 2021 to Apr 2022
- United HealthcareJun 2020 to Dec 2020
- Hb ConstructionJun 2019 to Aug 2019
- RBC Wealth ManagementJun 2019 to Aug 2019
- Ga Brunacini ConstructionJun 2018 to Aug 2018
- Trinity UniversityAug 2017 to May 2021
- Albuquerque AcademyJun 2017 to Aug 2017
- Albuquerque AcademyAug 2010 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser 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
- 7600887
- Firm CRD
- 104555