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Bryce Mcvey

Investment adviser representative at Strategic Advisers LLC
11 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

11 years in the industry.

  1. Strategic Advisers LLCJan 2026 to now
  2. Fidelity InvestmentsAug 2025 to now
  3. AgiSep 2024 to Jul 2025
  4. UnemployedJun 2024 to Sep 2024
  5. Dw1Sep 2022 to Jun 2024
  6. Locum TenensFeb 2022 to Jul 2022
  7. Keller WilliamsFeb 2021 to Sep 2022
  8. Whiskey KitchenMar 2018 to Feb 2021
  9. Outback SteakhouseMar 2015 to Mar 2018

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (TX, VA).

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
8152024
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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