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Drew Louden

Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
3 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.

  1. Strategic Advisers LLCOct 2025 to now
  2. Fidelity InvestmentsSep 2024 to now
  3. LouvinoMay 2024 to Sep 2024
  4. Tuc DockAug 2023 to Aug 2024
  5. City of FishersMay 2023 to Aug 2023
  6. UnemployedAug 2022 to May 2023
  7. City of FishersMay 2022 to Aug 2022
  8. UnemployedJan 2022 to May 2022
  9. Hickley's Shaved IceMay 2021 to Jun 2021
  10. Marco's PizzaDec 2020 to Jan 2021
  11. AdrenalineOct 2019 to Jan 2022
  12. Human Capital ConceptsJul 2018 to Oct 2019
  13. UnemployedMar 2014 to Jul 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 3 states (KY, OH, 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
7986915
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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