Ian Daniel Switzer
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 LLCFeb 2026 to now
- Fidelity InvestmentsOct 2025 to now
- UnemployedFeb 2025 to Oct 2025
- Ace HardwareJun 2024 to Feb 2025
- Odyssey BeerwerksAug 2023 to Jun 2024
- Whale's Tale WaterparkSep 2021 to Aug 2023
- University of DenverAug 2021 to Jun 2025
- Mad River Coffee HouseMar 2020 to Sep 2021
- Holderness SchoolAug 2018 to May 2021
- Village CondominiumsSep 2017 to Mar 2020
- Waterville Valley Elementary SchoolOct 2015 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 8183582
- Firm CRD
- 104555