Parker Wilson Mcminn
Investment adviser representative at Strategic Advisers LLC
14 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
14 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2022 to now
- Binghamton UniversityAug 2021 to May 2022
- Binghamton UniversityAug 2020 to May 2021
- Genesee Valley ClubJun 2020 to Aug 2020
- Binghamton UniversityAug 2019 to May 2020
- Woodcliff Hotel & SPAJun 2019 to Aug 2019
- Midvale Country ClubSep 2018 to Aug 2021
- Binghamton UniversityAug 2018 to May 2019
- Perinton Recreation CenterNov 2016 to Jan 2019
- Fairport Central School DistrictJul 2012 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (RI, 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
- 7606593
- Firm CRD
- 104555