Mason James Hancock
Investment adviser representative at Strategic Advisers LLC
22 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
22 years in the industry.
- Strategic Advisers LLCMay 2025 to now
- Fidelity InvestmentsJun 2024 to now
- UnemployedMay 2024 to Jun 2024
- Midwest United LLCMay 2023 to Mar 2024
- Ohio State UniversiAug 2021 to May 2024
- Tremco Construction Products Group Inc.May 2021 to Jun 2023
- Miami University of OhioAug 2020 to May 2021
- Rl Lipton Distribution Co.May 2020 to Aug 2020
- Shinto Japanese SteakhouseAug 2018 to May 2019
- Vanbaker Property and ConstructionJun 2018 to May 2020
- UnemployedFeb 2002 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7948230
- Firm CRD
- 104555