Nicholas Laroy Beeter
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 LLCJan 2026 to now
- Strategic Advisors, LLCJan 2026 to now
- Fidelity Brokerage Services LLCAug 2025 to now
- UnemployedMay 2025 to Jul 2025
- Edward Jones InvestmentsMay 2023 to Aug 2024
- First Western Bank and TrustMay 2022 to Aug 2022
- Arizona State UniversityAug 2021 to May 2025
- UnemployedMay 2014 to May 2022
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7736479
- Firm CRD
- 104555