Sierra Labonte
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 LLCMar 2025 to now
- Fidelity InvestmentsAug 2023 to now
- Champlin's Seafood Co.Jul 2023 to Aug 2023
- UnemployedMay 2023 to Jul 2023
- Worth Avenue YachtsFeb 2022 to May 2023
- UnemployedJan 2022 to Feb 2022
- Grand Strand Boat Co.Aug 2021 to Dec 2021
- Latitude Yacht BrokerageMay 2021 to Aug 2021
- Maritime Solutions Inc.May 2021 to Aug 2021
- Coastal Carolina University Fitness CenterAug 2020 to Dec 2020
- Coastal Carolina UniversityJan 2019 to Dec 2021
- ST. Petersburg Country ClubAug 2018 to Dec 2018
- Compass Grille-merritt HospitalitySep 2017 to May 2018
- Eckerd CollegeAug 2017 to Dec 2018
- Champlins Seafood Co.Jun 2017 to Sep 2017
- New England Science and SailingJun 2016 to Aug 2020
- Narragansett High SchoolAug 2014 to Jun 2017
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
- 7799948
- Firm CRD
- 104555