Reade Putnam Stallings
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Reade Putnam Stallings? 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2023 to now
- Capital GrilleJan 2023 to May 2023
- RevgenNov 2022 to May 2023
- Red HatMay 2022 to Aug 2022
- Trek BicyclesApr 2021 to May 2022
- Heyday BreweryJan 2021 to Apr 2021
- Stir RestaurantDec 2020 to Dec 2020
- Hunrgy HarvestSep 2020 to Dec 2020
- North Carolina State UniveristyAug 2019 to May 2023
- 42nd Street Oyster BarAug 2019 to Aug 2020
- Baker RoofingJun 2018 to Aug 2020
- A Sharper PalateSep 2017 to Mar 2019
- Mosaic Catering + EventsSep 2017 to Mar 2019
- Color TreeMay 2017 to Aug 2017
- Carpool Car WashDec 2016 to Dec 2016
- The New Community SchoolAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7774511
- Firm CRD
- 104555