Brice Trainor Roden
Investment adviser representative at Strategic Advisers LLC
16 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
16 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2022 to now
- Florida State UniversityApr 2022 to Jul 2022
- TownshipJul 2021 to Sep 2021
- Fsu Visitor CenterFeb 2021 to Apr 2022
- Florida State UniversityAug 2019 to Jul 2021
- Citrus GrillhouseJun 2019 to Aug 2019
- Florida State UniversityAug 2018 to Jun 2019
- FishackJun 2018 to Aug 2018
- Costa De Este Resort and SpaApr 2018 to May 2018
- Citrus GrillhouseJan 2018 to Mar 2018
- Middle and High SchoolJan 2010 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7606785
- Firm CRD
- 104555