Lillian Hope Whelan
Investment adviser representative at Strategic Advisers LLC
14 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
14 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2023 to now
- ScoopsMay 2023 to Jun 2023
- Hartwick College AdmissionsMar 2022 to May 2023
- LowesJan 2022 to Mar 2022
- Tipsy TunaJul 2021 to Aug 2022
- Hartwick CollegeAug 2019 to May 2023
- Parks and RecreationJul 2019 to Aug 2019
- Red ParrotJun 2017 to Aug 2018
- FrostbiteMay 2017 to Aug 2022
- Hull Public Schools DistrictAug 2012 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 7787417
- Firm CRD
- 104555