Avery Steele
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 LLCAug 2026 to now
- Fidelity InvestmentsJan 2025 to now
- Prime Corporate ServicesAug 2024 to Jan 2025
- HotworxApr 2024 to Aug 2024
- Agent Boost MarketingJan 2024 to Apr 2024
- Boda BridalJun 2021 to Dec 2023
- UnemployedMay 2021 to Jun 2021
- BohmeMar 2021 to Mar 2021
- Total Client ConnectAug 2020 to Mar 2021
- Springville High SchoolJun 2019 to May 2021
- CinemarkMar 2019 to Mar 2020
- Two Jack's PizzaDec 2018 to Mar 2019
- Spanish Fork High SchoolAug 2018 to May 2019
- Spanish Fork Golf ClubMay 2018 to Aug 2018
- Spanish Fork Parks and Recreation OfficeMar 2018 to Jun 2018
- Spanish Fork Junior High SchoolJan 2015 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 8035170
- Firm CRD
- 104555