Will E. Gilbert
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCDec 2025 to now
- Fidelity InvestmentsNov 2025 to now
- Ameriprise Financial Services, LLCNov 2024 to Nov 2025
- UnemployedAug 2024 to Nov 2024
- Great Outdoors Services LLCJul 2023 to Jul 2024
- Epic Event RentalMay 2023 to Jul 2023
- Emerson ElectricMay 2022 to Jul 2022
- Krause Installations LLCMay 2021 to Aug 2021
- Arizona State UniversityJul 2020 to May 2024
- Home DepotJun 2020 to Aug 2020
- Prior Lake High SchoolJul 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 7998821
- Firm CRD
- 104555