Bryton Simons
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 LLCJul 2026 to now
- Fidelity InvestmentsMay 2026 to now
- Education At WorkNov 2025 to Apr 2026
- Nrg/vivintJan 2024 to Apr 2026
- Wasatch Front Fish MarketMay 2023 to Jan 2025
- Door DashSep 2022 to Oct 2023
- University of UtahAug 2022 to May 2026
- Salt Lake CountyMar 2021 to Sep 2024
- UnemployedNov 2015 to Feb 2021
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
- 8272201
- Firm CRD
- 104555