Brice Ray Gilman
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2024 to now
- -unemployedSep 2023 to Jun 2024
- RBC Wealth Management - IndianapolisJun 2023 to Sep 2023
- -unemployedAug 2022 to Jun 2023
- LowesMar 2022 to Mar 2022
- Hanover CollegeAug 2020 to May 2024
- Kiddie Carousel DaycareMay 2019 to Aug 2022
- South Vermillion High SchoolAug 2016 to May 2020
- -unemployedMar 2013 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (KY, 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
- 7766784
- Firm CRD
- 104555