Cole Crimlish
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2025 to now
- Fidelity InvestmentDec 2023 to now
- Paradigm Operations LLCOct 2023 to Dec 2023
- Victory Capital Services, Inc.Jul 2023 to Oct 2023
- On Air Sales and MarketingAug 2022 to Jul 2023
- UnemployedMar 2022 to Aug 2022
- West Chester University of PennsylvaniaAug 2019 to Dec 2022
- Sunnybrook Golf ClubMay 2019 to Mar 2022
- Montgomery County Community CollegeSep 2018 to May 2019
- Mercedes-benz of Fort WashingtonJan 2018 to Feb 2020
- Hatfield Ice WorldJan 2016 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 7783325
- Firm CRD
- 104555