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Tanner Jay Schonberger

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.

  1. Strategic Advisers LLCMar 2026 to now
  2. Fidelity InvestmentsOct 2025 to now
  3. SpothopperJun 2025 to Oct 2025
  4. Sheer LogisticsJun 2023 to May 2025
  5. FastenalJan 2023 to Apr 2023
  6. Dj Rock LLCJun 2022 to Jun 2023
  7. Anchors MarinaMay 2022 to Aug 2022
  8. UnemployedAug 2020 to May 2022
  9. Tanner's Lawn CareMar 2015 to Aug 2020

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (FL, 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
8183665
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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