Cole David Stephenson
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2025 to now
- FidelityJun 2023 to now
- Golf USAMay 2022 to May 2023
- University of ArkansasAug 2020 to May 2023
- Backyard ButlerMay 2020 to Aug 2021
- Tarrant County Community CollegeJan 2020 to May 2020
- I Ragazzi LLCSep 2019 to May 2020
- University of Texas Permian BasinAug 2019 to Dec 2019
- Blue Wave LLCJan 2018 to Dec 2019
- Great Wolf LodgeFeb 2017 to Jul 2017
- Grapevine High SchoolJun 2013 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7766148
- Firm CRD
- 104555