Mitchell Ryan Helmus
Investment adviser representative at Strategic Advisers LLC
24 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
24 years in the industry.
- Strategic Advisers LLCJan 2026 to now
- Fidelity InvestmentsAug 2025 to now
- UberJul 2025 to Aug 2025
- UnemployedApr 2025 to Jun 2025
- Bartlett RoofingMar 2025 to Apr 2025
- UnemployedDec 2024 to Mar 2025
- MillerknollMay 2024 to Dec 2024
- UnemployedMar 2024 to May 2024
- Robert Half IncJan 2024 to Mar 2024
- UnemployedNov 2023 to Jan 2024
- True Value HardwareSep 2023 to Nov 2023
- UnemployedAug 2023 to Sep 2023
- Grand Valley State UniversityMay 2023 to Aug 2023
- Leaf Home Water SolutionsAug 2022 to Aug 2023
- AdeccoJun 2022 to Aug 2022
- Texas RoadhouseFeb 2022 to Mar 2022
- Wittenberg UniversityJan 2022 to Jul 2022
- UnemployedAug 2021 to Dec 2021
- Utah Division of Wildlife ResourcesMay 2021 to Aug 2021
- Wittenberg UniversityAug 2020 to May 2021
- Legacy IconsApr 2020 to Aug 2020
- UnemployedNov 2019 to Apr 2020
- Zeeland Public SchoolsDec 2017 to Oct 2019
- UnemployedDec 2001 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 8152078
- Firm CRD
- 104555