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Liam Downing

Investment adviser representative at Strategic Advisers LLC
11 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

11 years in the industry.

  1. Strategic Advisers LLCAug 2025 to now
  2. Fidelity InvestmentsJun 2025 to now
  3. Triumvirate EnvironmentalJul 2023 to May 2025
  4. UnemployedMar 2023 to Jul 2023
  5. Sally's AbizzaDec 2022 to Mar 2023
  6. UnemployedAug 2022 to Nov 2022
  7. Berkley Accident and HealthJun 2022 to Aug 2022
  8. UnemployedSep 2021 to May 2022
  9. SecuritasMay 2021 to Aug 2021
  10. UnemployedMay 2015 to May 2021

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025
  • Series 63 · Uniform Securities Agent State Law2025

State registrations

Registered as an investment adviser representative in 3 states (MA, NH, 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
8119323
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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