Colby William Applegate
Investment adviser representative at Strategic Advisers LLC
8 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
8 years in the industry.
- Strategic Advisers LLCNov 2025 to now
- Fidelity InvestmentsSep 2024 to now
- Kingston PizzaJul 2024 to Aug 2024
- The Ohio State University - College of Arts & SciencesAug 2023 to Apr 2024
- New York Life Insurance CompanyJun 2023 to Aug 2023
- Brooks School Summer ProgramsJun 2022 to Aug 2022
- The Ohio State UniversityAug 2020 to Jun 2024
- Cows Rock Ice CreamMay 2020 to Jun 2021
- The Governor's AcademySep 2016 to Jun 2020
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 (CO, 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
- 7986998
- Firm CRD
- 104555