Scott Graffam
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMay 2026 to now
- Fidelity InvestmentsJun 2024 to now
- StudentAug 2023 to Jun 2024
- Foundation Insurance Group, Inc.May 2023 to Aug 2023
- StudentAug 2022 to May 2023
- Sonic Soft Car Wash|Jun 2022 to Aug 2022
- StudentAug 2021 to Jun 2022
- Dominion Wine and BeerJun 2021 to Aug 2021
- Door DashMay 2021 to Jun 2021
- StudentAug 2020 to May 2021
- UnemployedMay 2020 to Aug 2020
- StudentAug 2019 to May 2020
- UnemployedJun 2019 to Aug 2019
- StudentSep 2018 to Jun 2019
- UnemployedJul 2018 to Aug 2018
- Falls Church Recreation and ParksDec 2017 to Mar 2018
- StudentSep 2017 to Jun 2018
- Panera BreadJun 2017 to Dec 2017
- StudentSep 2016 to Jun 2017
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 (NJ, 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
- 7948254
- Firm CRD
- 104555