Clayton Stumler
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
3 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
10 years in the industry.
- Strategic Advisers LLCMay 2025 to now
- Fidelity InvestmentsJun 2024 to now
- Protiviti Inc.Jun 2023 to Aug 2023
- Fifth Third Trading Center, Xavier UniversityAug 2022 to Apr 2024
- 3cdcAug 2022 to Dec 2022
- Cerity Partners (formerly Argi Financial Group)Jun 2022 to Aug 2022
- Chick-fil-aJan 2021 to May 2021
- Xavier UniversityAug 2020 to May 2024
- Xavier University, Office of Financial AidAug 2020 to Dec 2020
- Hurstbourne Country ClubJun 2019 to Aug 2021
- Graeter's Ice CreamJun 2018 to Sep 2019
- Saint Xavier High SchoolAug 2016 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (KY, OH, 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
- 7948149
- Firm CRD
- 104555