Sophie Atkinson
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCSep 2026 to now
- Fidelity InvestmentsJun 2026 to now
- UnemployedMay 2026 to Jun 2026
- Town Lake Capital ManagementSep 2025 to May 2026
- University of TexasAug 2025 to May 2026
- UnemployedMay 2025 to Aug 2025
- LearfieldMay 2024 to Aug 2024
- Project Gold Running CampJul 2023 to Aug 2023
- NewmarkJun 2023 to Jul 2023
- Project Gold Running CampJul 2022 to Aug 2022
- Aqua-tots Swim SchoolMay 2022 to Jul 2022
- University of VirginiaAug 2021 to May 2025
- UnemployedMay 2021 to Aug 2021
- Cinco Ranch High SchoolAug 2017 to May 2021
- Beck Junior High SchoolAug 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 8303731
- Firm CRD
- 104555