Mallory Noelle Watkins
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
1 stateRegistered 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 LLCOct 2025 to now
- Fidelity InvestmentsJul 2023 to now
- NotarizeAug 2022 to Jul 2023
- RoverAug 2022 to Jul 2023
- Tip Top Bake ShoppeAug 2022 to Jul 2023
- Northwest Independent School DistrictAug 2019 to Aug 2022
- Quik TripJun 2019 to Jul 2019
- Hurst-euless-bedford Independent School DistrictAug 2018 to Aug 2019
- Keller Independent School DistrictAug 2017 to May 2018
- Legacy Er and Urgent CareMar 2017 to Jul 2018
- Stir Crazy Baked GoodsOct 2016 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 7788025
- Firm CRD
- 104555