Randi Tetreault
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
- Renaissance AcadamieAug 2021 to Jan 2023
- Utah Community Credit UnionMay 2020 to Aug 2022
- UnemployedMar 2020 to May 2020
- Dennys IncDec 2019 to Mar 2020
- Brigham Young University- IdahoSep 2019 to Dec 2019
- Utah Community Credit UnionApr 2019 to Sep 2019
- UnemployedFeb 2019 to Apr 2019
- Church of Jesus Christ of Latter-day SaintsSep 2017 to Feb 2019
- UnemployedApr 2017 to Sep 2017
- Brigham Young University- IdahoSep 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7732057
- Firm CRD
- 104555