Casey Beckett
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Casey Beckett? Claim your profile
Contact this firm
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 LLCMay 2026 to now
- Fidelity InvestmentsMar 2026 to now
- Dick's Last ResortFeb 2026 to Mar 2026
- Equitable Advisors, LLCOct 2025 to Dec 2025
- Wicked Tuna @ 2nd Avenue PierJul 2025 to Jul 2025
- Dick's Last ResortFeb 2025 to Nov 2025
- UnemployedSep 2024 to Jan 2025
- Dick's Last ResortMar 2024 to Aug 2024
- Thee DollhouseOct 2023 to Nov 2023
- Twin PeaksJun 2023 to Jul 2023
- Wicked Tuna @ 2nd Avenue PierFeb 2022 to Sep 2023
- Coastal Carolina UniversityAug 2021 to May 2024
- The Cove At Lake AnnaMar 2021 to Dec 2021
- Rhett's Bar and GrillJan 2021 to Apr 2021
- Christopher Newport UniversityAug 2020 to Dec 2020
- WalmartMay 2020 to Jun 2020
- Shenandoah CrossingMay 2019 to Jul 2020
- Louisa County High SchoolAug 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser 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
- 8150818
- Firm CRD
- 104555