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Tyler Westren

Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
1 stateRegistered 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 InvestmentsOct 2025 to now
  3. Mattress FirmNov 2024 to Oct 2025
  4. Ohio State WaterproofingOct 2024 to Oct 2024
  5. UnemployedSep 2024 to Nov 2024
  6. Globe Life Family Heritage DivisionMay 2024 to Sep 2024
  7. Golf Ball ManufacturersFeb 2023 to May 2024
  8. Hickory HarvestApr 2022 to Feb 2023
  9. Park Place TechnologiesJan 2022 to Apr 2022
  10. Stricklands Frozen CustardJun 2016 to Jan 2022
  11. Ellet High SchoolAug 2014 to Mar 2018

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (OH).

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
8182781
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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