Sean Michael Chapman
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 LLCMay 2026 to now
- Fidelity InvestmentsMay 2023 to now
- BrunchesDec 2022 to May 2023
- Full-time StudentJan 2022 to May 2023
- UnemployedDec 2021 to Mar 2022
- The Sea Captains HouseApr 2021 to Nov 2021
- UnemployedSep 2020 to Mar 2021
- Outdoor EquippedApr 2020 to Aug 2020
- Full-time StudentAug 2019 to Dec 2021
- UnemployedAug 2019 to Mar 2020
- ShopriteJan 2018 to Jul 2019
- The Farmhouse At the Grand ColonialOct 2016 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7751355
- Firm CRD
- 104555