Casey Cameron Spencer
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2023 to now
- Next Level Coaching AcademySep 2022 to Oct 2022
- Csc Nutrition (self Employed)Apr 2022 to Feb 2023
- Blue Bell Creameries L.PJan 2020 to Jun 2023
- Garage Team FitnessMay 2019 to Jan 2020
- G&t Corporate Cleaning ServicesApr 2018 to Mar 2019
- Greenhaven ServicesMar 2018 to Apr 2019
- Northeast & Northwest Tarrant County CollegeJun 2016 to Dec 2018
- United Postal ServicesNov 2015 to Jun 2017
- Lawn Care & Landscaping (self Employed)May 2014 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
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
- 7774510
- Firm CRD
- 104555