Roan Conley
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 InvestmentsMar 2025 to now
- FidelityFeb 2023 to now
- Sport SystemsJul 2021 to Nov 2022
- LowesJul 2021 to Jul 2021
- Rush SoccerJul 2019 to Feb 2020
- Advantage SurveyingApr 2019 to Aug 2019
- University of New MexicoJan 2019 to Dec 2022
- Uptake TechnologiesApr 2018 to Aug 2018
- Asset Performance TechnologiesApr 2017 to Aug 2017
- University of IowaJun 2016 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NM, 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
- 7704387
- Firm CRD
- 104555