Levi Fortune
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
1 stateRegistered 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 LLCJul 2026 to now
- Fidelity InvestmentsMar 2026 to now
- UnemployedFeb 2026 to Mar 2026
- Club Car WashSep 2024 to Feb 2026
- UnemployedAug 2024 to Sep 2024
- Fidelity InvestmentsJun 2024 to Aug 2024
- Club Car WashOct 2022 to Jun 2024
- Oklahoma State UniversityAug 2022 to Oct 2022
- UnemployedMay 2022 to Aug 2022
- Masters Car WashJan 2020 to May 2022
- Santa Fe High School / Epic Charter SchoolsJul 2019 to Jan 2020
- David Freeman Construction LLCJun 2019 to Jul 2019
- Santa Fe High School / Epic Charter SchoolsJan 2016 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (OK).
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
- 8237630
- Firm CRD
- 104555