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Abigail H Park

Investment adviser representative at Strategic Advisers LLC
12 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

12 years in the industry.

  1. Strategic Advisers LLCMar 2025 to now
  2. Fidelity InvestmentsJul 2024 to now
  3. Influential LLCSep 2023 to Jan 2024
  4. Cpy Trolley Square, Inc.Aug 2023 to May 2024
  5. Hanalei Holding LLCJan 2021 to Apr 2023
  6. Lululemon AthleticaSep 2020 to Jan 2021
  7. Edible ArrangementsJan 2020 to Aug 2020
  8. Advantis GlobalJun 2019 to Dec 2019
  9. Cauthen FamilyJan 2019 to Jun 2019
  10. Love CommunicationsJan 2018 to Dec 2018
  11. Deseret News CorporatinAug 2017 to Dec 2017
  12. Mitchell Barlow MansfieldJun 2015 to Dec 2017
  13. Ldt Chef Services LLCJun 2014 to May 2024

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 2 states (TX, UT).

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
7965870
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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