Raven Key
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.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsAug 2024 to now
- Mennonite Mutual Insurance CompanyJan 2022 to Jul 2024
- Union Home MortgageMay 2021 to Dec 2021
- Fiorilli Construction IncDec 2019 to May 2020
- University of Akron - Workforce Training SolutionsSep 2019 to Dec 2019
- University of AkronMay 2019 to Dec 2021
- J&m FabricationsMay 2019 to Oct 2021
- Ohio UniversityAug 2018 to May 2019
- AcmeMay 2017 to Jul 2018
- Manchester High SchoolAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 7974949
- Firm CRD
- 104555