Richard Clow
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 LLCApr 2025 to now
- Fidelity InvestmentsJul 2024 to now
- UnemployedMay 2024 to Jul 2024
- Fidelity InvestmentsJun 2023 to Aug 2023
- Loyola University of MarylandAug 2020 to May 2024
- Stop and ShopMay 2020 to Feb 2021
- Milton Hoosic Country ClubMay 2018 to Jan 2023
- Boston College High SchoolAug 2016 to May 2020
- UnemployedJan 2013 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 7963433
- Firm CRD
- 104555