Trey Anthony Glodis
Investment adviser representative at Strategic Advisers LLC
23 yearsExperience
3 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
23 years in the industry.
- Strategic Advisers LLCOct 2025 to now
- Fidelity InvestmentsJun 2025 to now
- Umass AmherstJan 2025 to Jun 2025
- AlkuNov 2024 to Jan 2025
- Umass AmherstAug 2024 to Nov 2024
- John HancockMay 2024 to Aug 2024
- Umass AmherstAug 2023 to May 2024
- John HancockMay 2023 to Aug 2023
- Umass AmherstAug 2022 to May 2023
- Worcester Country ClubJun 2022 to Aug 2022
- Umass AmherstAug 2021 to Jun 2022
- Worcester Country ClubApr 2021 to Aug 2021
- Saint JohnsAug 2020 to Apr 2021
- Pakachoag Golf CourseJun 2020 to Aug 2020
- Saint JohnsAug 2019 to Jun 2020
- Auburn Summer CampJul 2019 to Aug 2019
- UnemployedJun 2003 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (MA, RI, 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
- 8116665
- Firm CRD
- 104555