Dalton Cleveland
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 LLCOct 2025 to now
- Fidelity InvestmentsJun 2025 to now
- UnemployedDec 2024 to Jun 2025
- Florida Gulf Coast UniversityJan 2023 to Dec 2024
- Tallahasee Community CollegeMay 2022 to Dec 2022
- Scott TothFeb 2021 to Dec 2023
- Warner UniversityJan 2021 to May 2022
- Limestone UniversityJan 2020 to Jan 2021
- Gulf Coast High SchoolMay 2015 to Feb 2021
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
- 8116646
- Firm CRD
- 104555