Coleton O'donnell
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 LLCJul 2025 to now
- Fidelity InvestmentsAug 2024 to now
- UnemployedMay 2024 to Aug 2024
- Amaterra WineryMay 2023 to Aug 2023
- Recreational Equipment, Inc. (rei)Jul 2022 to Aug 2022
- Gearup Sports IncJun 2022 to Jan 2023
- Rock Creek CornerMay 2022 to Jun 2022
- DoordashJun 2021 to Aug 2021
- University of ArizonaAug 2020 to May 2024
- UnemployedJul 2014 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (OR, 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
- 7978377
- Firm CRD
- 104555