Adam Leech
Investment adviser representative at Strategic Advisers LLC
15 yearsExperience
3 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Adam Leech? Claim your profile
Contact this firm
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
15 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsAug 2022 to now
- Sullivan TireJun 2021 to Aug 2021
- Ma LotteryJul 2019 to Aug 2019
- Duxbury ConstructionMay 2019 to Jul 2019
- University of New HampshireAug 2018 to Jun 2022
- Stop and ShopJun 2017 to Sep 2018
- Middle/high School StudentSep 2011 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (MA, 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
- 7614557
- Firm CRD
- 104555