Mason Moody
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCOct 2025 to now
- Fidelity InvestmentsJun 2025 to now
- Rocky Mountain LabsJan 2025 to May 2025
- Synlawn UtahSep 2024 to Jan 2025
- UnemployedMay 2024 to Aug 2024
- LeadventureAug 2023 to Apr 2024
- UnemployedApr 2023 to Jul 2023
- Standard BehaviorOct 2022 to Mar 2023
- EbayNov 2019 to Oct 2022
- DealersocketSep 2018 to Oct 2019
- Grand AmericaMar 2018 to Aug 2018
- Park City Group Inc (repositrak)Mar 2018 to Jun 2018
- UnemployedFeb 2018 to Feb 2018
- FilevineJun 2016 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 8116206
- Firm CRD
- 104555