Colton Snyder
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCJun 2025 to now
- Fidelity InvestmentsJan 2025 to now
- Behrs BuildingsSep 2023 to Jan 2025
- Snagit LLCSep 2023 to Nov 2023
- The Ohio State UniversityAug 2023 to Sep 2024
- Vector MarketingJan 2023 to Aug 2023
- WalmartDec 2021 to Jan 2022
- Buddy Barton AuctioneersAug 2021 to May 2023
- Scotts Lawn CareApr 2020 to Aug 2021
- Triway Youth BaseballMay 2018 to Aug 2021
- Wooster Parks and RecreationNov 2017 to Sep 2019
- Triway Junior High SchoolJan 2015 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 8034619
- Firm CRD
- 104555