Ryan Johnathon Levine
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsApr 2023 to now
- GreystarApr 2021 to Mar 2023
- UnemployedJul 2020 to Apr 2021
- Casual Male LLCApr 2019 to Jul 2020
- World Financial GroupAug 2018 to Dec 2021
- Nordstrom RackAug 2018 to Apr 2019
- UnemployedMay 2018 to Aug 2018
- Tulsa Community CollegeJan 2018 to May 2018
- Nordstrom RackNov 2017 to Jan 2018
- UnemployedAug 2017 to Nov 2017
- Maximus Private SecurityFeb 2017 to Aug 2017
- Classic ParkingDec 2016 to Aug 2017
- San Pedro High SchoolSep 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7726280
- Firm CRD
- 104555