Grace Stoddard
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJan 2022 to now
- UnemployedOct 2021 to Jan 2022
- Goosehead InsuranceJul 2021 to Oct 2021
- UnemployedMay 2021 to Jul 2021
- Miami UniversityAug 2020 to May 2021
- EverbridgeJun 2020 to Jan 2021
- Miami UniversityJan 2020 to May 2020
- Ies AbroadAug 2019 to Dec 2019
- Murstein FamilyJun 2019 to Aug 2019
- Miami UniversityAug 2018 to May 2019
- Tenacre Summer Day CampJun 2018 to Aug 2018
- Miami UniversityAug 2017 to May 2018
- Newton Country Day SchoolSep 2016 to Jun 2017
- Lifetime FitnessJun 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 7605914
- Firm CRD
- 104555