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Ian Robert Lidster

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.

  1. Strategic Advisers LLCJun 2026 to now
  2. Fidelity InvestmentsOct 2024 to now
  3. New Hampshire Tech AllianceMay 2023 to Aug 2023
  4. Epson AmericaMay 2022 to Aug 2022
  5. University of New HampshireAug 2021 to May 2023
  6. Shortys Mexican RoadhouseOct 2019 to Oct 2024
  7. Patriot LandscapingJun 2019 to Aug 2019
  8. Morin's LandscapingNov 2017 to Feb 2020
  9. New Hampshire Fisher CatsMay 2017 to Sep 2019
  10. Londonderry Senior High SchoolAug 2016 to Jun 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2025
  • Series 66 · Uniform Combined State Law2026

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
8004573
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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