Payton Annabel Blair
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 LLCMar 2025 to now
- Fidelity InvestmentsJul 2024 to now
- UnemployedMay 2024 to Jun 2024
- U.S. House of RepresentativesFeb 2024 to Apr 2024
- UnemployedNov 2023 to Feb 2024
- Stj Consulting Services, LLCMay 2023 to Oct 2023
- University of California, BerkeleyAug 2019 to Aug 2023
- UnemployedMay 2019 to Aug 2019
- Saddleback Valley Christian SchoolsAug 2018 to May 2019
- Excel Charter SchoolNov 2016 to Aug 2018
- Jserra Catholic High SchoolAug 2015 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7963360
- Firm CRD
- 104555