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Blake Eccleston

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.

  1. Strategic Advisers LLCMar 2025 to now
  2. Fidelity InvestmentsJul 2023 to now
  3. UberJun 2022 to Jul 2023
  4. J David Tax Law LLCJun 2020 to Mar 2023
  5. Sam's St Johns SeafoodJun 2019 to Feb 2020
  6. University of North FloridaMay 2018 to Jul 2023
  7. Maple Street Biscuit CompanyNov 2015 to Jul 2019
  8. HomeschooledJul 2013 to May 2018

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 (FL, 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
7787952
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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