Sean Tavio Stewart
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
3 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
10 years in the industry.
- Strategic Advisers LLCAug 2026 to now
- Fidelity InvestmentsJun 2026 to now
- Cooper's Hawk Winery & RestaurantsOct 2022 to Jun 2026
- Dewey's PizzaMay 2022 to Oct 2022
- Target CorporationApr 2020 to May 2022
- Blue & Co., LLCJan 2020 to Apr 2020
- Target CorporationDec 2019 to Jan 2020
- The Fresh MarketJun 2018 to Dec 2019
- Mcalister's DeliFeb 2018 to Jun 2018
- UnemployedJun 2016 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 3 states (KY, OH, 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
- 8304388
- Firm CRD
- 104555