Geremiah Roy Bair
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCFeb 2026 to now
- Fidelity InvestmentsJun 2024 to now
- Capital Mazda of CaryApr 2021 to May 2024
- UnemployedMay 2020 to Apr 2021
- Ron Marhofer NissanJul 2019 to May 2020
- LeaffilterNov 2018 to Jul 2019
- DefunctMay 2018 to Nov 2018
- ApplebeesFeb 2018 to Sep 2018
- Panera BreadFeb 2017 to Feb 2018
- SchoolJun 2014 to Jun 2019
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 (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
- 7948294
- Firm CRD
- 104555