Megan Erin Tan
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCJul 2025 to now
- Fidelity InvestmentsJan 2025 to now
- Blue Bottle CoffeeSep 2024 to Jan 2025
- UnemployedMay 2024 to Sep 2024
- Growing To GiveJun 2023 to Aug 2023
- Bowdoin Organic GardenJun 2022 to Aug 2022
- Bowdoin CollegeJan 2022 to May 2024
- UnemployedAug 2021 to Jan 2022
- Common EnergySep 2020 to Jan 2021
- Linda Bean's Maine Kitchen and Topside TavernSep 2020 to Nov 2020
- Berry LineJun 2018 to Aug 2021
- UnemployedJan 2014 to Sep 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 8034996
- Firm CRD
- 104555