Dylan Cristopher Herrick
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 LLCJul 2026 to now
- Fidelity InvestmentsJun 2026 to now
- Fidelity InvestmentsJun 2025 to Aug 2025
- Smurfit WestrockMay 2024 to Aug 2024
- University of GeorgiaAug 2022 to May 2026
- Uga BaseballAug 2022 to Feb 2023
- Uhaul Moving and StorageJul 2021 to May 2026
- NolimitjumperJun 2020 to Aug 2021
- Perfect Game USAFeb 2020 to Jul 2021
- River Ridge High ScAug 2018 to May 2022
- Mill Creek Middle SchoolAug 2015 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 8304408
- Firm CRD
- 104555