Lindsay Dawson
Investment adviser representative at Strategic Advisers LLC
8 yearsExperience
3 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
8 years in the industry.
- Strategic Advisers LLCSep 2025 to now
- Fidelity InvestmentsJun 2024 to now
- N/aMay 2024 to Jun 2024
- Schneider ElectricJun 2023 to May 2024
- Barrington Yacht ClubJun 2021 to Aug 2022
- Bentley UniversitySep 2020 to May 2024
- N/aAug 2020 to Sep 2020
- Barrington Yacht ClubJun 2020 to Aug 2020
- N/aMay 2020 to Jun 2020
- Barrington Yacht ClubJun 2019 to Aug 2019
- Rhode Island Country ClubMay 2017 to Aug 2018
- Tabor AcademyAug 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (MA, RI, 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
- 7949795
- Firm CRD
- 104555