Seth A Pearson
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 InvestmentsJul 2023 to now
- Grace Harbor ChurchSep 2022 to Jul 2023
- Eastern Maine Testing and Counseling ServicesOct 2019 to Aug 2022
- University of MaineSep 2019 to May 2021
- UpsSep 2019 to Oct 2019
- Alexander's Wild Maine BlueberriesAug 2019 to Aug 2019
- Urban PromiseMay 2017 to May 2019
- Eastern Maine Testing and Counseling ServicesDec 2016 to May 2017
- Maine Soccer Referee AssociationSep 2016 to Nov 2016
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 (RI, 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
- 7789983
- Firm CRD
- 104555