Athanie Hayden Leeviraphan
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
3 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsAug 2023 to now
- Lineage WoodworkingMay 2023 to Aug 2023
- Alliance MaintenanceJun 2022 to Mar 2023
- Mutual of OmahaMay 2022 to May 2023
- The Avant GardenMar 2021 to Sep 2021
- The Home DepotApr 2020 to Jan 2022
- Royal ValetApr 2019 to Jul 2019
- Evangel UniversityJan 2019 to May 2023
- Assemblers IncorporatedOct 2018 to Mar 2019
- Group 1 Automotive IncorporatedSep 2018 to Nov 2018
- Owasso FenceMar 2018 to Oct 2018
- Evangel UniversityAug 2017 to Dec 2017
- Charlie's ChickenAug 2015 to Jun 2017
- Owasso High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (KS, MO, 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
- 7800070
- Firm CRD
- 104555