Gavin Lane Clark
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 LLCMar 2025 to now
- Fidelity InvestmentsJun 2024 to now
- West Valley City Public WorksMay 2024 to Jun 2024
- UnemployedApr 2024 to May 2024
- AfcuJun 2023 to Apr 2024
- FedexMar 2022 to Jun 2023
- In School Utah Tech UniversityAug 2021 to Mar 2022
- Jordan Valley Water Conservancy DistrictOct 2019 to Aug 2021
- Discount TireSep 2019 to Oct 2019
- UnemployedJul 2017 to Sep 2019
- West Jordan City Parks DepartmentMay 2017 to Jul 2017
- AerotekDec 2016 to May 2017
- Gavin ClarkOct 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7948992
- Firm CRD
- 104555