Reece Avery Anderson
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCJul 2025 to now
- Fidelity InvestmentsMar 2025 to now
- Tsg Wealth ManagementJul 2024 to Aug 2024
- Fitness 19Mar 2024 to Apr 2024
- Trader Joe'sFeb 2024 to Mar 2025
- Automatic Data ProcessingSep 2022 to Feb 2024
- UnemployedAug 2022 to Sep 2022
- Kalavera'sJul 2022 to Aug 2022
- UnemployedJun 2022 to Jul 2022
- Anteater Recreation CenterSep 2021 to Jun 2022
- University of California Irvine Intercollegiate Camps AssistantDec 2019 to Jun 2021
- Uc IrvineSep 2018 to Jun 2022
- Island's RestaurantsJun 2018 to Jun 2022
- Palos Verdes HighFeb 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7952722
- Firm CRD
- 104555