Chase Quaid
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 LLCJul 2026 to now
- Fidelity InvestmentsApr 2026 to now
- J.P. Morgan Securities LLCAug 2024 to Apr 2026
- JPMorgan Chase Bank, N.A.Jun 2023 to Aug 2024
- Rebel RagsFeb 2023 to May 2023
- Mistwood Golf ClubMay 2022 to May 2023
- UnemployedSep 2021 to Apr 2022
- HertzJun 2021 to Aug 2021
- Rebel RagsAug 2020 to May 2021
- Jewel OscoMay 2020 to Aug 2021
- UnemployedOct 2018 to Apr 2020
- CulversDec 2017 to Oct 2018
- UnemployedJun 2013 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (MO, 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
- 7777113
- Firm CRD
- 104555