Richelle Bain
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCApr 2025 to now
- Fidelity InvestmentsMay 2023 to now
- GeicoSep 2021 to Feb 2023
- UnemployedMay 2021 to Sep 2021
- MacadoodlesJan 2020 to May 2021
- BuckleOct 2018 to Oct 2019
- University of MissouriAug 2017 to May 2021
- Dream Time Princess EventsJun 2015 to Jul 2017
- Sheridans Frozen CustardApr 2015 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MO, 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
- 7751281
- Firm CRD
- 104555