Simon Seyoum
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCDec 2025 to now
- Fidelity InvestmentsAug 2025 to now
- UnemployedMay 2025 to Aug 2025
- The Millstone Evans GroupNov 2024 to May 2025
- Denver Country ClubJun 2024 to Aug 2024
- Marathon AutoJan 2023 to Nov 2024
- FedexDec 2022 to Dec 2022
- University of Colorado BoulderAug 2021 to May 2025
- Tri Delta SororityAug 2021 to Sep 2024
- StarbucksNov 2020 to May 2021
- Cherry Hills Country ClubMay 2019 to Apr 2024
- Kipp Northeast Denver Leadership AcademyMay 2017 to Aug 2021
- Aurora Academy Charter SchoolAug 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 8152231
- Firm CRD
- 104555