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Steven Savage

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.

  1. Strategic Advisers LLCMar 2026 to now
  2. Fidelity InvestmentsSep 2025 to now
  3. PedalheadsMay 2024 to Jul 2024
  4. Delta ZetaAug 2023 to Dec 2023
  5. Pontiff AssociatesMay 2023 to Aug 2023
  6. Home DepotMay 2022 to Aug 2022
  7. West Metro Pediatric DentistryMay 2021 to Sep 2025
  8. HeritageAug 2017 to May 2021
  9. GoddardAug 2015 to Aug 2017
  10. Iowa StateAug 2014 to May 2025

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (MN, 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
8165104
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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