Pressly Mead
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
3 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 LLCOct 2025 to now
- Fidelity InvestmentsJan 2025 to now
- Pressly MeadJan 2024 to Jan 2025
- National Agents AllianceOct 2023 to Jan 2024
- Michael GrecoJun 2023 to Oct 2023
- DoordashSep 2022 to Jun 2024
- 3e Moving and StorageFeb 2020 to Jun 2023
- Westford AcademyOct 2019 to Feb 2020
- Kimballs FarmAug 2019 to Oct 2019
- Papa Gino'sJun 2019 to Aug 2019
- Westford AcademyJan 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, 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
- 8034716
- Firm CRD
- 104555