Ian Bushell

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Seminars and workshops

Experience

9 years in the industry.

1. Strategic Advisers LLCMay 2026 to now
2. Fidelity InvestmentDec 2025 to now
3. LPL Enterprise LLCOct 2025 to Dec 2025
4. UnemployedJun 2025 to Aug 2025
5. Santa Clara UniversitySep 2024 to Jun 2025
6. Ferrotec Corp.Aug 2024 to Sep 2024
7. UnemployedJun 2024 to Aug 2024
8. Santa Clara UniversitySep 2023 to Jun 2024
9. MoraleshrJun 2023 to Sep 2023
10. Santa Clara UniversitySep 2022 to Jun 2023
11. Commex ConsultingJun 2022 to Sep 2022
12. Santa Clara UniversitySep 2021 to Jun 2022
13. UnemployedJun 2021 to Sep 2021
14. Monte Vista High SchoolAug 2020 to Jun 2021
15. UnemployedJun 2020 to Aug 2020
16. Monte Vista High SchoolAug 2019 to Jun 2020
17. UnemployedJun 2019 to Aug 2019
18. Monte Vista High SchoolAug 2018 to Jun 2019
19. UnemployedJun 2018 to Aug 2018
20. Monte Vista High SchoolAug 2017 to Jun 2018
21. UnemployedJun 2017 to Aug 2017
22. Diablo Vista Middle SchoolAug 2016 to Jun 2017

Exams passed

• Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Strategic Advisers LLC

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

8024928

Firm CRD

104555