Mark Daniel Swetland
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 InvestmentsApr 2024 to now
- J.P. Morgan Securities LLCNov 2022 to Mar 2024
- JPMorgan Chase Bank, N.A.Nov 2022 to Mar 2024
- UnemployedMay 2022 to Oct 2022
- Remn Wholesale/ Homebridge FinancialApr 2020 to Apr 2022
- PcmaFeb 2020 to Mar 2020
- PaychexJun 2017 to Jan 2020
- PaychexOct 2016 to May 2017
- Kbhs Home Loans/ Stearns LendingAug 2016 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7660172
- Firm CRD
- 104555