Roger Lorenzo Dolan
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2023 to now
- Onemain FinancialJan 2023 to Jan 2023
- Whole FoodsJan 2023 to Jan 2023
- Bhg FinancialJul 2022 to Oct 2022
- Mcdaniels PorscheMay 2021 to Jul 2022
- UnemployedSep 2020 to May 2021
- Publico Kitchen & TapMay 2019 to Sep 2020
- UnemployedAug 2018 to May 2019
- Creekside FarmsMay 2018 to Aug 2018
- Theta HoldingsMay 2018 to Aug 2018
- UnemployedAug 2017 to May 2018
- Theta HoldingsMay 2017 to Aug 2017
- UnemployedDec 2016 to May 2017
- Cvs PharmacyJul 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TN, 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
- 7712597
- Firm CRD
- 104555