Ford Orem
Investment adviser representative at Strategic Advisers LLC
9 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
9 years in the industry.
- Strategic Advisers LLCSep 2025 to now
- Fidelity InvestmentsAug 2025 to now
- EquitableJan 2025 to Jul 2025
- UnemployedMay 2024 to Jan 2025
- Great Lakes ValetJun 2023 to Aug 2023
- Outside LifeMay 2023 to Mar 2024
- UnemployedMay 2023 to Jun 2023
- Live Healthy EnterprisesAug 2022 to May 2023
- American MortgageMay 2022 to Aug 2022
- American Mortgage Financial ServicesMay 2022 to Aug 2022
- Kramer PoolsMay 2021 to Aug 2021
- Cutco KnivesNov 2020 to May 2021
- University of KentuckyAug 2020 to May 2024
- UnemployedMay 2020 to Aug 2020
- FlipdaddysMar 2019 to Jun 2019
- Highlands High SchoolJun 2016 to May 2020
Exams passed
- 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
- 7989811
- Firm CRD
- 104555