Seth Chavez

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

• 05/2026 → Present
  Fidelity Investments
  Little Rock, AR
• 05/2022 → 03/2026
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 04/2019 → 05/2022
  Arkansas Federal Credit Union
  Little Rock, AR
• 01/2013 → 01/2021
  United States Army Reserve
  Quincy, IL
• 08/2018 → 04/2019
  Regions Bank
  Little Rock, AR
• 12/2017 → 08/2018
  Us Bank
  North Little Rock, AR
• 07/2017 → 12/2017
  T-Mobile
  Jacksonville, AR
• 01/2015 → 06/2017
  Walmart
  Quincy, IL
• 05/2022 → 03/2026
  Lpl Financial Llc
  Little Rock, AR

Previous Registrations

• 2022-05-18 → 2026-03-08
  Lpl Financial Llc
  Little Rock, AR
  Little Rock, AR
  Fort Mill, SC
  Jacksonville, AR
  Memphis, TN
  Albuquerque, NM
  Cincinnati, OH
  Grafton, WI
  Tulsa, OK
  Muskogee, OK
  Memphis, TN
  Tulsa, OK
  Jacksonville, AR
• 2022-04-01 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Jacksonville, AR

Exams

• S66 Uniform Combined State Law Examination
  2022-03-11

Other Names

• Seth P Chavez