Levi Combs
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
3 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsFeb 2023 to now
- MypatiodesignJan 2022 to Feb 2023
- UnemployedAug 2021 to Jan 2022
- InstacartMay 2021 to Aug 2021
- GrubhubFeb 2021 to May 2021
- UpsNov 2020 to Dec 2020
- Monumental Sports & EntertainmentJan 2019 to Jan 2021
- Cincinnati RedsNov 2018 to Dec 2018
- Fc CincinnatiSep 2018 to Oct 2018
- American Junior Golf AssociationMay 2018 to Aug 2018
- Western & Southern OpenAug 2016 to Aug 2017
- Goggin Ice CenterJun 2016 to Dec 2018
- Miami UniversityAug 2015 to Jan 2019
- Banana RepublicNov 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (KY, OH, 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
- 7703779
- Firm CRD
- 104555