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Trevor Glassman

Investment adviser representative at Strategic Advisers LLC
13 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

13 years in the industry.

  1. Strategic Advisers LLCAug 2026 to now
  2. Fidelity InvestmentsApr 2026 to now
  3. Coastal CardsNov 2025 to Apr 2026
  4. WagApr 2021 to Jan 2022
  5. Trevor Glassman EntertainmentJan 2021 to Mar 2026
  6. Granite PhysiatrySep 2020 to Mar 2026
  7. UnemployedMar 2020 to Jan 2021
  8. Bar FeroceJul 2019 to Mar 2020
  9. MatterportJul 2017 to Jul 2019
  10. University of MissoAug 2013 to Jul 2017

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (FL).

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
8257184
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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