Mason Rowe
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCSep 2026 to now
- Fidelity InvestmentsJun 2026 to now
- Alliance Trust CompanyJul 2025 to Mar 2026
- Mcdonald Carano LLPJan 2025 to Jun 2025
- TeslaAug 2024 to Dec 2024
- Lakeridge Golf CourseMay 2024 to Aug 2024
- Hgj Enterprises LLCNov 2023 to Dec 2023
- Atlantis Casino Resort SPAOct 2023 to Oct 2023
- Dolce CaffeMay 2023 to Aug 2023
- University of Nevada, RenoJan 2023 to May 2026
- South Mountain Community CollegeAug 2022 to Dec 2022
- UnemployedJun 2022 to Aug 2022
- Hmt Consulting CorporationJul 2020 to Jun 2026
- Reno High SchoolAug 2018 to Jun 2022
- UnemployedJun 2018 to Aug 2018
- Little Flower Catholic SchoolJun 2016 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 8304673
- Firm CRD
- 104555