Glenn Lewis
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCOct 2025 to now
- Fidelity InvestmentsAug 2024 to now
- AlkuJun 2023 to Aug 2024
- Valpey Financial Services LLCJan 2022 to Jan 2023
- AldiJun 2021 to Aug 2021
- Philbrook CafeFeb 2021 to May 2023
- UnhAug 2020 to Dec 2023
- UnemployedJun 2020 to Aug 2020
- TargetAug 2019 to Jan 2020
- Bow High SchoolAug 2016 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (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
- 7974979
- Firm CRD
- 104555