Harley Gaul
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Harley Gaul? 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
10 years in the industry.
- Strategic Advisers LLCAug 2025 to now
- Fidelity InvestmentsFeb 2025 to now
- Washington NationalJul 2024 to Jan 2025
- UnemployedMar 2024 to Jul 2024
- Modern Aspect Detailing SolutionsJul 2022 to Mar 2024
- UnemployedJun 2022 to Jul 2022
- BegalisOct 2018 to May 2022
- South Haven Brew PubJun 2018 to Oct 2018
- UnemployedApr 2018 to Jun 2018
- Rio GrandeOct 2017 to Apr 2018
- South Haven Brew PubJul 2017 to Sep 2017
- Soha Surf ShopMay 2017 to Aug 2017
- Copper Mountain Lift OpsOct 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 7943217
- Firm CRD
- 104555