Claire Elizabeth Allen
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 InvestmentsMar 2023 to now
- Gateway Community and Technical CollegeSep 2021 to Apr 2022
- St. Elizabeth HealthcareJul 2021 to Mar 2023
- Doggie Paddles LLC.May 2019 to Jul 2021
- Joe Brown StablesMay 2019 to May 2021
- Kinman FarmsOct 2018 to Oct 2019
- KrogerSep 2017 to Sep 2018
- Conner High SchoolAug 2017 to May 2021
- Camp Ernst Middle SchoolAug 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
- 7715739
- Firm CRD
- 104555