Marci Jeanette Prather
Investment adviser representative at Strategic Advisers LLC
24 yearsExperience
1 stateRegistered 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
24 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsNov 2023 to now
- Denali Wealth ManagementOct 2023 to Nov 2023
- New York LifeMar 2023 to Oct 2023
- Lhc Group, Inc.Dec 2022 to Mar 2023
- Lhc Group, Inc. Training CenterDec 2020 to Dec 2022
- HomemakerAug 2002 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7720571
- Firm CRD
- 104555