Dawson Seth Coon
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 LLCAug 2026 to now
- Fidelity InvestmentsJun 2026 to now
- DoordashJun 2026 to Jun 2026
- Equitable Advisors, LLCJul 2025 to Jun 2026
- Red RobinAug 2024 to Jun 2026
- TargetNov 2023 to Jul 2024
- Logan's RoadhouseMay 2023 to Aug 2023
- Buffalo Wild WingsJul 2021 to May 2023
- Bradley UniversityAug 2020 to May 2025
- Door DashJun 2020 to Jul 2021
- Burger KingJun 2019 to Jun 2020
- Dunkin DonutsJun 2018 to Aug 2018
- Pekin Community High SchoolAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 8117240
- Firm CRD
- 104555