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Amber Gines

Investment adviser representative at Strategic Advisers LLC
13 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

13 years in the industry.

  1. Strategic Advisers LLCSep 2026 to now
  2. Fidelity InvestmentsJun 2024 to now
  3. Silac Insurance CompanyJun 2022 to Jun 2024
  4. UnemployedApr 2022 to Jun 2022
  5. Dollar TreeAug 2021 to Oct 2021
  6. Dollar TreeDec 2020 to Jul 2021
  7. Chili'sJul 2020 to Jul 2020
  8. United States Census BureauMar 2020 to Oct 2020
  9. UnemployedJan 2020 to Nov 2020
  10. Home Goods|Nov 2019 to Jan 2020
  11. Waterford UpstartMay 2019 to Oct 2019
  12. Southern Utah UniversityAug 2018 to Apr 2022
  13. UnemployedAug 2018 to May 2019
  14. Home GoodsMay 2018 to Aug 2018
  15. UnemployedJan 2013 to May 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2024
  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (TX, UT).

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
7948127
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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