Weston Haws Curtis
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2026 to now
- Fidelity InvestmentsOct 2025 to now
- All Pest Pest ControlMar 2025 to Sep 2025
- Daw ConstructionAug 2024 to Mar 2025
- Greenix Pest ControlMay 2024 to Aug 2024
- All Pest Pest ControlJul 2023 to May 2024
- Church of Jesus Christ of Latter-day SaintsJul 2021 to Jun 2023
- Kuwahara FarmsJun 2019 to Oct 2020
- Riverton High SchoolAug 2018 to Jun 2021
- Riverton CityMar 2018 to Aug 2018
- Qquirrh Hills Middle SchoolAug 2015 to Jun 2018
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
- 8183659
- Firm CRD
- 104555