Trevor Brad Sluman
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Trevor Brad Sluman? Claim your profile
Contact this firm
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
13 years in the industry.
- Strategic Advisers LLCMay 2025 to now
- Fidelity InvestmentsOct 2024 to now
- UnemployedSep 2024 to Sep 2024
- Capstone HospitalityAug 2024 to Aug 2024
- UnemployedJul 2024 to Jul 2024
- Team GuruMay 2024 to Jun 2024
- Trevor SlumanSep 2016 to Apr 2024
- Lynn UniversityAug 2015 to Dec 2016
- University of LouisvilleSep 2011 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 8004621
- Firm CRD
- 104555