Colton Cobb
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
1 stateRegistered 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 LLCMar 2026 to now
- Fidelity InvestmentJan 2025 to now
- 7brew CoffeeAug 2024 to Jan 2025
- Fidelity InvestmentsJun 2024 to Aug 2024
- 7brew CoffeeJan 2023 to Jun 2024
- Full Time EducationDec 2022 to Jan 2023
- Logans RoadhouseNov 2022 to Dec 2022
- Full Time StudentAug 2022 to Nov 2022
- FronteirJun 2022 to Aug 2022
- Full Time StudentAug 2021 to Jun 2022
- City of LongviewJun 2020 to Aug 2021
- Full Time StudentJan 2014 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 8036629
- Firm CRD
- 104555