Steven Lash
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Steven Lash? Claim your profile
Contact this firm
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 LLCAug 2025 to now
- Fidelity InvestmentsJun 2025 to now
- UnemployedMay 2025 to Jun 2025
- Charles Schwab & Co., IncNov 2024 to Apr 2025
- Charles Schwab Bank SsbNov 2024 to Apr 2025
- UnemployedJul 2024 to Oct 2024
- Northwestern Mutual Investment Services LLCJul 2023 to Jun 2024
- Northwestern Mutual Life Insurance CompanyJun 2023 to Jun 2024
- Northwestern Mutual Wealth Management CompanyJun 2023 to Jun 2024
- UnemployedFeb 2023 to Jun 2023
- StudentAug 2022 to Feb 2023
- Fitness HeroJan 2012 to Aug 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
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
- 7742036
- Firm CRD
- 104555