Lauren Elyse Bristol
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
1 stateRegistered 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 LLCJun 2026 to now
- Fidelity InvestmentsJun 2025 to now
- Doordash, Inc.Mar 2025 to Jun 2025
- Rhino Medical ServicesJul 2023 to Mar 2025
- UnemployedJun 2023 to Jun 2023
- Martha Reid Leadership Academy (mansfield Isd)Aug 2022 to May 2023
- UnemployedJul 2022 to Jul 2022
- Bryant Elementary (arlington Isd)Apr 2022 to Jun 2022
- Beckham Elementary (arlington Isd)Dec 2021 to Mar 2022
- Spirit HalloweenAug 2021 to Nov 2021
- Petsuites of AmericaMay 2021 to Jul 2021
- UnemployedNov 2020 to Apr 2021
- Rally HouseApr 2018 to Oct 2020
- Romano Macaroni Grill (defunct)Aug 2015 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 8118196
- Firm CRD
- 104555