Chandler Billman
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCApr 2025 to now
- Fidelity InvestmentsMar 2023 to now
- Lbs Financial Credit UnionJun 2022 to Mar 2023
- Bank of AmericaAug 2020 to Mar 2022
- Full Time SchoolingMar 2020 to Mar 2023
- UnemployedJan 2020 to Aug 2020
- 24 Hour FitnessJul 2018 to Jan 2020
- Tkb Bakery & DeliFeb 2018 to Jul 2018
- Hollister CoSep 2017 to Dec 2017
- Vbi DoorJun 2017 to Aug 2017
- Full Time SchoolingAug 2014 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7716389
- Firm CRD
- 104555