Devon Payan
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCJul 2025 to now
- Fidelity InvestmentsJul 2023 to now
- Ovations Food Services LPSep 2022 to Jun 2023
- Greeley Country ClubApr 2022 to Jun 2023
- Nxtthing Rpo LLCApr 2022 to Sep 2022
- Outback Restaurant and PubApr 2021 to Jan 2022
- Wilson-bennettSep 2020 to Apr 2021
- Fedex GroundJun 2020 to Aug 2020
- King SoopersApr 2020 to May 2020
- University of Northern ColoradoAug 2019 to May 2023
- Lifetime FitnessJan 2019 to Jan 2020
- Prospect Ridge AcademyAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7788012
- Firm CRD
- 104555