Torrell Ackles
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsApr 2023 to now
- UnemployedFeb 2023 to Mar 2023
- Closet FactoryDec 2022 to Jan 2023
- Overhead Door CoOct 2021 to Dec 2022
- UnemployedJan 2021 to Oct 2021
- United States Postal ServiceOct 2020 to Jan 2021
- UnemployedFeb 2020 to Sep 2020
- Lid'sNov 2019 to Jan 2020
- UnemployedSep 2019 to Nov 2019
- Bbl BuildersJul 2016 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7725676
- Firm CRD
- 104555