Brody Asheim
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 LLCMar 2026 to now
- Fidelity Brokerage Services LLCMar 2026 to now
- Strategic Advisors LLCMar 2026 to now
- Fidelity InvestmentsSep 2025 to now
- UnemployedAug 2025 to Sep 2025
- Nautilus Insurance GroupJun 2024 to Aug 2025
- Cleat StreetAug 2023 to Jun 2024
- Crosscountry MortgageMay 2023 to Aug 2023
- UnemployedMar 2023 to May 2023
- DuprAug 2022 to Mar 2023
- UpmerchJun 2022 to Feb 2023
- AsuSep 2021 to Jun 2022
- Integrity ValetApr 2021 to Sep 2021
- Pinnacle Peak Private Client GroupApr 2021 to Aug 2021
- AsuAug 2020 to Apr 2021
- Chick-fil-aFeb 2018 to Aug 2020
- UnemployedJul 2002 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 8165107
- Firm CRD
- 104555