Lemar Edwards
Investment adviser representative at Strategic Advisers LLC
15 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Lemar Edwards? Claim your profile
Contact this firm
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
15 years in the industry.
- Strategic Advisers LLCDec 2025 to now
- Strategic Advisors, LLCDec 2025 to now
- Fidelity Brokerage Services LLCJun 2025 to now
- Transamerica Financial Advisors, IncAug 2023 to Jan 2025
- Marketech International Corporation USAJan 2023 to Oct 2023
- World Financial GroupDec 2021 to Jun 2025
- Skanska USA Civil SoutheastAug 2019 to Jan 2023
- Days Inn - Downtown PensacolaJan 2019 to Aug 2019
- United States NavyMar 2011 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7803951
- Firm CRD
- 104555