Lindsey Shea Valeri
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCOct 2025 to now
- Fidelity InvestmentsJul 2024 to now
- Enterprise Rent-a-carMay 2023 to Aug 2023
- Republica 38Sep 2022 to Dec 2022
- The Cape Coral BoathouseJul 2022 to Aug 2023
- Lynn Public SchoolsDec 2021 to Jun 2024
- City of Lynn Department of Public WorksJun 2021 to Aug 2021
- Bryant UniversityAug 2020 to May 2024
- Lynn Classical High SchoolSep 2016 to Jun 2020
- Johns Roast Beef and SeafoodSep 2015 to Sep 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, 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
- 7963300
- Firm CRD
- 104555