Rodney Pettingill
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 InvestmentsMay 2023 to now
- Links Product Development GroupMay 2023 to May 2023
- OasisFeb 2023 to May 2023
- UnemployedOct 2022 to Feb 2023
- Dhm IndustriesFeb 2022 to Oct 2022
- Saraya USA dba Lakanto USAMar 2020 to Jan 2022
- OverstockFeb 2020 to Mar 2020
- UnemployedOct 2019 to Feb 2020
- Safestreets USAJun 2017 to Oct 2019
- CostcoNov 2016 to Jun 2017
- Nabnasset Group InternationalJan 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7750135
- Firm CRD
- 104555