Amber Schwendiman
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2022 to now
- America First Credit UnionMar 2021 to Jul 2022
- CostcoSep 2020 to Mar 2021
- Schwedniman FamilyAug 2020 to Sep 2020
- Adams FamilyJun 2020 to Sep 2020
- LowesApr 2020 to Aug 2020
- Brigham Young UniversityJan 2020 to Apr 2020
- Elkhorn Kids CampusAug 2019 to Dec 2019
- Johnson FamilySep 2018 to Dec 2019
- The Church of Jesus Christ of Latter Day SaintsApr 2017 to Oct 2018
- Brigham Young UniverisitySep 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7606683
- Firm CRD
- 104555