Spencer Berends
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 LLCSep 2025 to now
- Fidelity InvestmentsJun 2025 to now
- Stonebridge Companies - Boulder MarriottAug 2024 to May 2025
- UnemployedMar 2024 to Jul 2024
- Commonwealth Hotels the ArtAug 2023 to Feb 2024
- Sage Hospitality Dtc MarriottAug 2022 to Aug 2023
- UnemployedJun 2022 to Jul 2022
- Mint House DenverNov 2021 to May 2022
- Marriott International Gaylord RockiesDec 2018 to Nov 2021
- Pyramid Hotels Holiday Inn StapletonJun 2018 to Nov 2018
- Parker Hotel Holdings LLC Holiday Inn ParkerJul 2017 to Jun 2018
- Bell Partners Bell Cherry HillsJan 2017 to Jul 2017
- Hyatt Hotels Hyatt Place Denver Tech CenterSep 2015 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 8116640
- Firm CRD
- 104555