Madison Wheatley
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2025 to now
- FidelityMar 2023 to now
- North Boulder Physical TherapyAug 2022 to Feb 2023
- Door DashMay 2020 to Jul 2022
- InstacartMay 2020 to May 2020
- University of Colorado Department of ChemistryApr 2020 to Feb 2021
- UnemployedJan 2020 to Apr 2020
- Corepower YogaDec 2018 to May 2019
- YardhouseJun 2018 to Dec 2019
- Castle AcademyJun 2017 to Aug 2019
- Vines Wine Bar & BistroSep 2016 to Feb 2017
- Chaparral High SchoolJan 2013 to May 2018
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 (CO, 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
- 7709469
- Firm CRD
- 104555