Tanner Mcmillen
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
1 stateRegistered 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 LLCMay 2026 to now
- Fidelity InvestmentsJan 2026 to now
- UnemployedJul 2025 to Jan 2026
- Morgan StanleyOct 2024 to Jul 2025
- VinopremierMay 2024 to Aug 2024
- Giving Tree Wealth AdvisorsJun 2023 to Aug 2023
- The Wine GroupMay 2022 to Aug 2023
- Chapman UniversityAug 2021 to May 2025
- Sidetrack Bar + GriMay 2019 to Aug 2022
- Amador Valley High SchoolAug 2017 to May 2021
- UnemployedMay 2017 to Aug 2017
- Pleasanton Middle SchoolAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7997380
- Firm CRD
- 104555