Cade Curtis
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCNov 2025 to now
- Fidelity InvestmentsAug 2025 to now
- Kelly ServicesFeb 2025 to Aug 2025
- Interweave SolutionsJan 2021 to Feb 2025
- The Church of Jesus Christ of Latter-day SaintsAug 2019 to Jan 2021
- The Church of Jesus Christ of Latter-day SaintsJul 2017 to Jul 2019
- Benson High SchoolAug 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (KY, 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
- 8152217
- Firm CRD
- 104555