Noel Updyke
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 LLCMar 2025 to now
- Fidelity InvestmentsJun 2024 to now
- National Life Group Through A.p.o.gee Financial PartnersJul 2023 to Aug 2023
- Hilltop GrilleJul 2021 to May 2024
- Classic City EatsSep 2020 to Jun 2021
- Doordash Delivery Driver Self-employedJul 2020 to Jan 2024
- UnemployedJun 2020 to Jul 2020
- South Georgia State CollegeAug 2019 to May 2020
- UnemployedJun 2014 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 7949807
- Firm CRD
- 104555