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Ryan Cummings

Investment adviser representative at Strategic Advisers LLC
13 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

13 years in the industry.

  1. Strategic Advisers LLCAug 2025 to now
  2. Fidelity InvestmentsAug 2023 to now
  3. Dhi MortgageJun 2022 to Aug 2023
  4. Center for Mission MobilizationAug 2021 to May 2022
  5. Cru/bridges InternationalAug 2021 to May 2022
  6. Myphones UnlimitedAug 2019 to Aug 2021
  7. Camp BarnabasMay 2019 to Aug 2019
  8. Kansas City RoyalsJan 2018 to Aug 2018
  9. University of ArkansasAug 2017 to May 2021
  10. Valorem ReplyJan 2017 to Dec 2019
  11. Kansas City RoyalsApr 2016 to Sep 2017
  12. Liberty High SchoolAug 2013 to May 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • 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
7800095
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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