Chelsey Howell
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCAug 2026 to now
- Fidelity InvestmentsAug 2023 to now
- Crunch FitnessMay 2023 to Aug 2023
- UnemployedJul 2022 to Apr 2023
- Victoria's SecretFeb 2021 to Jun 2022
- Housing and Residence Life Valdosta State UniversityMay 2020 to May 2022
- AramarkNov 2019 to Sep 2021
- Hollister Co.May 2019 to May 2021
- Valdosta State UniversityAug 2018 to Jul 2022
- Camden County High SchoolJan 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
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
- 7799924
- Firm CRD
- 104555