Graham Bailey
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2026 to now
- Fidelity InvestmentsOct 2025 to now
- Realty Path LLCJan 2025 to Sep 2025
- Young Truck and TrailerOct 2023 to Jan 2025
- Hawx Pest ControlApr 2023 to Aug 2024
- Great Harvest Bread Co.Jan 2023 to Mar 2023
- Pack Attack Lawn CareOct 2022 to Dec 2022
- The Church of Jesus Christ of Latter Day SaintsOct 2020 to Oct 2022
- Sunset KubotaAug 2019 to Sep 2020
- Wolf Creek Recreation CenterMay 2018 to Nov 2018
- Weber High SchoolAug 2017 to Apr 2020
- Snowcrest Jr High SchoolAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 8183491
- Firm CRD
- 104555