Mcleod Stevens

Investment adviser representative at Strategic Advisers LLC

10 yearsExperience

2 statesRegistered in

$1.4TFirm assets

49 yearsFirm in business

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From SEC records

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

These describe the firm as a whole, not only this advisor.

10 years in the industry.

Registered as an investment adviser representative in 2 states (CO, TX).

$1.4TAssets managed

2,401,763Clients

17,021Advisers

49 yearsIn business

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.