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Gabriel Speidel

Strategic Advisers LLC

Seven Hills, OH

CRD 7470816

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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:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-01-14
TX RA APPROVED 2026-01-14
  • OH RA
    APPROVED
    Since 2026-01-14
  • TX RA
    APPROVED
    Since 2026-01-14

Branch Locations

Seven Hills, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Seven Hills OH 02/2025 11/2025
Unemployed Seven Hills OH 04/2021 05/2021
Dan Kostel Recreation Center Cleveland OH 06/2015 08/2019
Charles Schwab Troy MI 07/2024 01/2025
Amazon Cleveland OH 07/2020 04/2021
Fidelity Investments Columbus OH 11/2025 Present
Ups Middleburg Heights OH 12/2017 01/2018
Ping Recreation Center Athens OH 02/2019 05/2020
Charles Schwab Richfield OH 05/2021 07/2024
Unemployed Seven Hills OH 05/2020 07/2020
Ohio University Athens OH 08/2016 05/2020
  • 02/2025 → 11/2025
    Unemployed
    Seven Hills, OH
  • 04/2021 → 05/2021
    Unemployed
    Seven Hills, OH
  • 06/2015 → 08/2019
    Dan Kostel Recreation Center
    Cleveland, OH
  • 07/2024 → 01/2025
    Charles Schwab
    Troy, MI
  • 07/2020 → 04/2021
    Amazon
    Cleveland, OH
  • 11/2025 → Present
    Fidelity Investments
    Columbus, OH
  • 12/2017 → 01/2018
    Ups
    Middleburg Heights, OH
  • 02/2019 → 05/2020
    Ping Recreation Center
    Athens, OH
  • 05/2021 → 07/2024
    Charles Schwab
    Richfield, OH
  • 05/2020 → 07/2020
    Unemployed
    Seven Hills, OH
  • 08/2016 → 05/2020
    Ohio University
    Athens, OH
Other Businesses

OBA-128955|OrgNmn:Music Production|Org Addr:Seven Hill,Ohio,US|OBA Nature:Payment for music royalties / |Invst Rel:N|Title:Music Producer|Duties:I don't have obligations and duties. I make music as a hobby and distribute it through platforms so others can listen. I have made a very smal|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-03
  • S66 Uniform Combined State Law Examination
    2025-11-03

View on SEC IAPD

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