Anne Gale Medich
Investment adviser representative at Strategic Advisers LLC
21 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
21 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsAug 2024 to now
- Freebird StoresNov 2023 to Jul 2024
- Altar'd StateAug 2023 to Nov 2023
- UnemployedMay 2023 to Aug 2023
- Ballet ArizonaAug 2022 to May 2023
- UnemployedMay 2022 to Aug 2022
- Oklahoma City BalletOct 2020 to May 2022
- The University of OklahomaJun 2019 to May 2022
- The Harid ConservatoryAug 2018 to Jun 2019
- UnemployedJul 2018 to Jul 2018
- Quaker Valley School DistrictSep 2005 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7976911
- Firm CRD
- 104555