Cole Brown
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 LLCMay 2026 to now
- Fidelity InvestmentsJan 2026 to now
- Salt Lake CityMar 2025 to Oct 2025
- Lendsure Mortgage CorpAug 2024 to Jan 2026
- Salt Lake CityApr 2024 to Nov 2024
- Salt Lake CityMay 2023 to Oct 2023
- Marriott City CenterMar 2023 to Nov 2023
- Unversity of UtahFeb 2023 to Aug 2024
- Larry H Miller GroupAug 2022 to Mar 2023
- Flex EnergyFeb 2022 to Aug 2022
- Larry H Miller GroupOct 2021 to May 2022
- The GymSep 2021 to Oct 2021
- Flex EnergyJun 2021 to Aug 2021
- Es SolarSep 2020 to Oct 2020
- University of UtahAug 2020 to Dec 2024
- Larry H Miller GroupAug 2020 to Jun 2021
- Lift EnergyJun 2020 to Aug 2020
- Vivint Smart HomeMay 2020 to Jun 2020
- WalmartDec 2019 to Mar 2020
- UnemployedApr 2019 to Dec 2020
- Davis School DistrictDec 2018 to Apr 2019
- UnemployedMay 2018 to Dec 2018
- Parsons BakeryDec 2017 to Apr 2018
- Viewmont High SchoolAug 2017 to May 2020
- UnemployedJan 2015 to Dec 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
- 8215535
- Firm CRD
- 104555