Stephen Porter
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 2023 to now
- UnemploymentNov 2022 to Mar 2023
- The Federal Savings BankMay 2022 to Nov 2022
- Newrez LLCApr 2021 to Apr 2022
- The Federal Savings BankJul 2020 to Mar 2021
- Capital Bank, N.A.Nov 2019 to May 2020
- Sierra Pacific Mortgage CompanyJul 2019 to Nov 2019
- NewdayusaOct 2017 to May 2019
- UnemploymentOct 2016 to Oct 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
- 7710674
- Firm CRD
- 104555