Scott Waldron
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 2026 to now
- Fidelity InvestmentsFeb 2026 to now
- Northwestern Mutual Investment Services LLCSep 2024 to Feb 2026
- UnemployedMay 2024 to Aug 2024
- Melting PotFeb 2023 to Apr 2023
- Rowan UniversitySep 2022 to May 2024
- Casino Pier and Breakwater BeachMay 2022 to Aug 2023
- UnemployedMay 2020 to Apr 2022
- AsicsAug 2019 to Sep 2020
- Jackson Memorial High SchoolJun 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 7955172
- Firm CRD
- 104555