Everett Durbin
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsSep 2023 to now
- Best Choice Roofing- DenverJun 2023 to Sep 2023
- AmazonJul 2022 to Jun 2023
- UnemployedMay 2022 to Jul 2022
- C Lazy U RanchMay 2021 to Aug 2021
- Roxborough Park FoundationMay 2020 to Aug 2020
- Roxborough Park FoundationMay 2019 to Aug 2019
- Baylor UniversityAug 2018 to May 2022
- UnemployedMay 2018 to Aug 2018
- Adrenalin CyclesAug 2015 to May 2017
- Valor Christian HighschoolAug 2014 to May 2018
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 (CO, 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
- 7811333
- Firm CRD
- 104555