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.
- Strategic Advisers LLCMar 2026 to now
- Fidelity InvestmentsSep 2025 to now
- PedalheadsMay 2024 to Jul 2024
- Delta ZetaAug 2023 to Dec 2023
- Pontiff AssociatesMay 2023 to Aug 2023
- Home DepotMay 2022 to Aug 2022
- West Metro Pediatric DentistryMay 2021 to Sep 2025
- HeritageAug 2017 to May 2021
- GoddardAug 2015 to Aug 2017
- 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