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Trevor Brad Sluman

Investment adviser representative at Strategic Advisers LLC
13 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

13 years in the industry.

  1. Strategic Advisers LLCMay 2025 to now
  2. Fidelity InvestmentsOct 2024 to now
  3. UnemployedSep 2024 to Sep 2024
  4. Capstone HospitalityAug 2024 to Aug 2024
  5. UnemployedJul 2024 to Jul 2024
  6. Team GuruMay 2024 to Jun 2024
  7. Trevor SlumanSep 2016 to Apr 2024
  8. Lynn UniversityAug 2015 to Dec 2016
  9. 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
Advisor's SEC record (opens in a new tab)
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