Tavion Matias Yorke-goins
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 LLCAug 2026 to now
- Fidelity InvestmentsJun 2023 to now
- Absolute Dental Services IncJun 2022 to Jun 2023
- Killer QueenFeb 2022 to Apr 2022
- Mercedes Benz of DurhamAug 2021 to Feb 2022
- The Cheesecake FactoryJun 2021 to Aug 2021
- Universal Studios OrlandoMay 2019 to Jul 2019
- Frankies Fun ParkJun 2018 to Aug 2018
- East Carolina UniversityAug 2017 to Nov 2021
- Cost Plus World MarketFeb 2017 to Aug 2017
- World MarketFeb 2017 to Aug 2017
- Food LionJun 2016 to Jan 2017
- Durham School of the ArtsAug 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
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
- 7774892
- Firm CRD
- 104555