Michon Dale Whitney
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 LLCMay 2025 to now
- Fidelity InvestmentsJan 2025 to now
- Fidelity InvestmentsSep 2024 to Dec 2024
- Fidelity InvestmentsJun 2024 to Aug 2024
- The Mountain Club On LoonMay 2023 to Aug 2023
- University of New Hampshire Hospitality Marketing DepartmentSep 2022 to Dec 2024
- University of New Hampshire Residential Life DepartmentAug 2022 to May 2024
- Airbnb - Self EmployedApr 2022 to Sep 2022
- University of New HampshireSep 2021 to Dec 2024
- Helen's RestaurantAug 2020 to Jul 2022
- Whitney WreathSep 2019 to Dec 2023
- Washington AcademySep 2017 to Jun 2021
- Rose M. GaffneySep 2014 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (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
- 8035408
- Firm CRD
- 104555