Brent Mitchell Huot
Investment adviser representative at Strategic Advisers LLC
20 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
20 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2025 to now
- Fidelity InvestmentJul 2024 to now
- Forward FitnessDec 2022 to Jun 2024
- Gannon's Ice CreamAug 2021 to Aug 2021
- Verse GamingMay 2021 to Feb 2023
- Everwood Day CampJun 2018 to Jul 2018
- Crescent Ridge DairyApr 2018 to Jul 2024
- Sharon High School/unemployedMar 2018 to May 2018
- Carriage House PizzaOct 2017 to Feb 2018
- Sharon High SchoolAug 2006 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (MA, RI, 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
- 7963538
- Firm CRD
- 104555