Mason Mclane Schwalbach
Investment adviser representative at Strategic Advisers LLC
24 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
24 years in the industry.
- Strategic Advisers LLCSep 2026 to now
- Fidelity InvestmentsApr 2025 to now
- Western and Southern Financial GroupSep 2023 to Mar 2025
- Divisions Maintenance GroupJan 2023 to Sep 2023
- Jeff Wyler Automotive FamilySep 2021 to Jan 2023
- Crunch FitnessJan 2021 to Jan 2021
- Taylor LogisticsOct 2020 to Sep 2021
- UnemployedFeb 2020 to Oct 2020
- Kroger MarketplaceDec 2018 to Feb 2020
- UnemployedSep 2002 to Dec 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 (KY, 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
- 8078226
- Firm CRD
- 104555