Hayley Lewis
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 LLCMay 2026 to now
- Fidelity InvestmentsJun 2025 to now
- Full-time EducationDec 2024 to Jun 2025
- Triton LightSep 2024 to Dec 2024
- JPMorgan Chase & Co.Jun 2024 to Aug 2024
- OcsJan 2024 to Jun 2024
- Seventy2 Capital Wealth ManagementAug 2023 to Jan 2024
- Norway Savings BankMay 2023 to Aug 2023
- Full-time EducationAug 2022 to May 2023
- Mainely CustardMay 2022 to Aug 2022
- Full-time EducationAug 2021 to May 2022
- Mainely CustardJun 2021 to Aug 2021
- Full-time EducationNov 2020 to Jun 2021
- Tuscan Brick Oven BistroJul 2020 to Nov 2020
- Full-time EducationJun 2015 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (RI, 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
- 7805129
- Firm CRD
- 104555