Adam Nicholas Rowell
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCFeb 2026 to now
- Fidelity InvestmentsAug 2023 to now
- University of North TexasJan 2023 to May 2023
- ClubcorpDec 2020 to Jan 2023
- Home DepotJun 2020 to Nov 2020
- University of North TexasSep 2019 to Jun 2020
- Domino'sDec 2018 to Sep 2019
- Lake Dallas High SchoolDec 2017 to Dec 2018
- Raising Cane'sAug 2017 to Dec 2017
- AbercrombieJun 2017 to Aug 2017
- Lake Dallas High SchoolFeb 2017 to Jun 2017
- Domino'sJul 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
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
- 7801910
- Firm CRD
- 104555