Cody Wheeler
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCMay 2026 to now
- Fidelity Brokerage Services LLCApr 2026 to now
- Fidelity InvestmentsApr 2026 to now
- Morgan StanleyJul 2024 to Mar 2026
- UnemployedMay 2024 to Jul 2024
- Morgan StanleyMay 2023 to Aug 2023
- Byrne and JonesMay 2022 to Aug 2022
- Bridgefield AsphaltMay 2021 to Aug 2021
- University of ArizonaAug 2020 to May 2024
- St Albans CcMay 2017 to Aug 2020
- Middle/high SchoolJan 2014 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7723641
- Firm CRD
- 104555