Gavin Scott
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsOct 2023 to now
- Florida Financial AdvisorsApr 2023 to Aug 2023
- Esplanade Golf and Country ClubSep 2022 to Oct 2023
- Nancy's BbqMay 2022 to Oct 2022
- Kramers Party SupplyAug 2021 to Apr 2022
- CrocsJun 2021 to Aug 2021
- University of DaytonAug 2018 to Dec 2022
- Chuck's Lakeshore InnJun 2018 to Aug 2020
- Anthony's Valet ServicesJun 2017 to Aug 2017
- Three Oaks Recreation AreaJun 2017 to Aug 2017
- Papa Saverio's PizzeriaMay 2015 to Aug 2018
- Marian Central High SchoolAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7733494
- Firm CRD
- 104555