Chase Osborn Raithel
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 LLCSep 2025 to now
- Fidelity InvestmentsAug 2024 to now
- UnemployedJun 2024 to Aug 2024
- Arrowroot AdvisorsAug 2023 to Dec 2023
- University of California, Los AngelesSep 2020 to Jun 2024
- Vino's Pizza and Italian CuisineNov 2018 to Jul 2022
- Creekside High SchoolAug 2016 to May 2020
- UnemployedAug 2014 to Oct 2018
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 (FL, 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
- 7974997
- Firm CRD
- 104555