Ahmon Smallwood
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 InvestmentsOct 2022 to now
- Bank of AmericaSep 2021 to Oct 2022
- BozzutoJun 2021 to Jul 2021
- CohnreznickJan 2021 to Apr 2021
- N/aSep 2020 to Dec 2020
- WithumAug 2020 to Aug 2020
- Grf Cpas & AdvisorsJul 2020 to Jul 2020
- CohnreznickJan 2020 to Apr 2020
- Gravy Staff, IncDec 2019 to Jan 2020
- The Enclave At 8700 ApartmentsDec 2018 to Dec 2019
- DtlrDec 2018 to Jan 2019
- University of Maryland - Department of Electrical & Computer EngOct 2018 to Dec 2018
- Alvarez & MarsalMay 2018 to Aug 2018
- University of Maryland - Adele H. Stamp Student UnionAug 2017 to May 2018
- Cvs PharmacySep 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 7657365
- Firm CRD
- 104555