Crew Robinson
Investment adviser representative at Strategic Advisers LLC
16 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
16 years in the industry.
- Strategic Advisers LLCOct 2025 to now
- Fidelity InvestmentsAug 2024 to now
- UnemployedMay 2024 to Jul 2024
- Brigham Young UniversityAug 2023 to May 2024
- UnemployedJun 2023 to Aug 2023
- Tile RamJun 2022 to Sep 2022
- University of California San DiegoSep 2021 to Jun 2023
- UnemployedJul 2021 to Sep 2021
- Central Trade & TransferMay 2021 to Jul 2021
- College of Southern IdahoAug 2019 to May 2021
- Harmons Grocery StoreJan 2019 to Aug 2019
- Utah ValleyAug 2018 to May 2019
- UnemployedAug 2008 to Aug 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 (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
- 7975618
- Firm CRD
- 104555