Tyler Lahey
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCFeb 2026 to now
- Fidelity InvestmentsJan 2026 to now
- UnemployedDec 2025 to Jan 2026
- Raymond James Financial Services Advisors, IncOct 2025 to Dec 2025
- Raymond James Financial Services, Inc.Dec 2024 to Dec 2025
- Zufall Financial ServicesDec 2024 to Dec 2025
- True LacrosseMay 2022 to Aug 2022
- Lehigh UniversityAug 2021 to May 2025
- Trinity Pawling SchoolAug 2020 to Aug 2021
- Naperville North High SchoolAug 2019 to Aug 2020
- Penn High SchoolJan 2019 to Aug 2019
- Culver Military AcademyAug 2017 to Jan 2019
- Penn High SchoolAug 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 8022593
- Firm CRD
- 104555