Stephen Hale
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsAug 2023 to now
- The Master's Academy InternationalApr 2023 to Aug 2023
- Grace Community ChurchNov 2022 to Apr 2023
- The Master's University and SeminaryAug 2022 to May 2023
- North Carolina State UniversityAug 2018 to Jul 2022
- Wolfpack Wrestling ClubAug 2018 to Dec 2019
- Seminole BoostersNov 2017 to Aug 2018
- Florida State UniversityAug 2017 to Dec 2018
- American Campus Communities - Stadium CentreAug 2017 to Jan 2018
- Fellowship of Christian AthletesMay 2017 to Jun 2017
- Emmanuel CollegeJan 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7800639
- Firm CRD
- 104555