Trevor Looney

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2016 → 05/2018
  Ameriprise Financial Services, Inc.
  Lake Oswego, OR
• 10/2018 → 03/2021
  Umpqua Investments
  Portland, OR
• 06/2018 → 09/2018
  Unemployed
  Portland, OR
• 11/2021 → Present
  Fidelity Investments
  Tigard, OR
• 03/2021 → 11/2021
  Unemployed
  Portland, OR
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-01-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Tigard, OR
• 2018-10-24 → 2021-03-31
  Steward Partners Investment Solutions, Llc
  Portland, OR
• 2016-09-14 → 2018-05-14
  Ameriprise Financial Services, Llc
  Lake Oswego, OR
• 2015-09-15 → 2016-08-15
  Key Investment Services Llc
  Vancouver, WA
  Tigard, OR
• 2013-02-22 → 2015-09-16
  Wells Fargo Advisors Financial Network, Llc
  Lake Oswego, OR
  Beaverton, OR
  Vancouver, WA
  League City, TX
• 2012-08-02 → 2012-11-09
  Gbs Financial Corp.
  Tigard, OR
  Santa Rosa, CA
  Santa Rosa, CA
• 2007-07-17 → 2011-10-03
  Steward Partners Investment Solutions, Llc
  Portland, OR

Exams

• S66 Uniform Combined State Law Examination
  2007-04-24

Designations

• Certified Financial Planner

Other Names

• Trevor Jewel Looney
• Trevor Looney