Amelia Petree
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 LLCJun 2026 to now
- Fidelity InvestmentsApr 2026 to now
- Equitable Advisors, LLCAug 2025 to Apr 2026
- UnemployedJun 2025 to Aug 2025
- Engineerica Systems, IncNov 2024 to Dec 2024
- Crummer Graduate School of Business Rollins CollegeJan 2023 to May 2025
- Rollins CollegeAug 2017 to May 2021
- Self EmployedMay 2017 to Jan 2023
- Trinity Preparatory SchoolJun 2015 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 8116159
- Firm CRD
- 104555