Ryan David Cothran
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
1 stateRegistered 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 LLCAug 2025 to now
- Fidelity InvestmentsJun 2024 to now
- Texas Hill CountryAug 2023 to Aug 2023
- Hawk MoversMay 2023 to Jul 2023
- Texas A&m UniversityOct 2022 to May 2024
- Class ValuationOct 2022 to Dec 2022
- Home Care PulseOct 2022 to Nov 2022
- Hawk MoversMay 2022 to Jul 2022
- Hawk MoversMay 2021 to Jul 2021
- DoordashJun 2020 to Feb 2024
- Lifetime FitnessSep 2019 to Jul 2020
- UnemployedAug 2019 to Aug 2019
- Hawaiian FallsMay 2019 to Jul 2019
- Tropical Smoothie CafeMay 2018 to May 2019
- UnemployedMay 2014 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 7950405
- Firm CRD
- 104555