Amanda Jeanette Lindsey
Investment adviser representative at Strategic Advisers LLC
16 yearsExperience
3 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
16 years in the industry.
- Strategic Advisers LLCMay 2026 to now
- Fidelity InvestmentsOct 2025 to now
- Hamilton County Job & Family ServicesAug 2023 to Oct 2025
- Barnsburg TavernJun 2023 to Jun 2024
- Sisters of Notre DamMar 2023 to Jun 2023
- Crosscountry MortgageJun 2019 to Jul 2023
- State FarmJun 2018 to Jun 2019
- Wild Mike's EateryAug 2010 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 3 states (KY, OH, 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
- 8183493
- Firm CRD
- 104555