Colby Steinfeld
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCFeb 2026 to now
- Fidelity InvestmentsOct 2025 to now
- Keenan FinancialAug 2024 to Aug 2025
- Weston Golf ClubJun 2023 to Oct 2025
- Shop RiteSep 2021 to Jan 2023
- Bentley UniversityJan 2020 to Aug 2024
- Labonnes MarketsDec 2019 to Jun 2023
- Quassy Amusement ParkMay 2018 to Jul 2019
- Nonnewaug High SchoolJan 2016 to Jan 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2026
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
- 7971400
- Firm CRD
- 104555