Lauren Elizabeth Helder
Investment adviser representative at Strategic Advisers LLC
15 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Lauren Elizabeth Helder? 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
15 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2023 to now
- California State University, ChicoAug 2021 to May 2023
- Butte CollegeAug 2020 to May 2021
- Enloe Medical CenterMay 2018 to Jun 2021
- Plumas District HospitalJun 2017 to Jan 2018
- Butte CollegeJan 2014 to May 2017
- Rite Aid PharmacyNov 2011 to Feb 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7766066
- Firm CRD
- 104555