Skip to content

Audrey E. Powers

Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business

Are you Audrey E. Powers? Claim your profile

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 LLCOct 2025 to now
  2. Fidelity InvestmentsJun 2024 to now
  3. UnemployedMay 2024 to Jun 2024
  4. The Pike SchoolJun 2023 to Aug 2023
  5. University of New Hampshire Computer Science DepartmentSep 2022 to May 2024
  6. The Pike SchoolJul 2022 to Aug 2022
  7. Dunkin'Sep 2021 to Sep 2022
  8. University of New HampshireAug 2021 to Mar 2024
  9. UnemployedAug 2021 to Sep 2021
  10. LowesNov 2020 to Aug 2021
  11. University of VermontAug 2020 to Nov 2020
  12. AerieJun 2020 to Aug 2020
  13. Ridgewood CenterFeb 2020 to Jun 2020
  14. UnemployedAug 2018 to Feb 2020
  15. Amherst Middle SchoolJun 2018 to Aug 2018
  16. Souhegan High SchoolAug 2017 to Jun 2018
  17. Amherst Middle SchoolJun 2017 to Aug 2017
  18. UnemployedDec 2013 to Jun 2017

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 (NH, 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
7948328
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
CallContact this firm