Mark
Halfhill
Strategic Advisers LLC
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About this Advisor
Mark Halfhill is a certified financial planner working in Denver, Colorado with 8 years of industry experience. Halfhill is currently employed by Strategic Advisers LLC. Throughout their career, Halfhill has worked at Tolleson Wealth Management, Tolleson Private Wealth Management and Fidelity Investments. Halfhill is able to serve investors in Colorado and Texas. Strategic Advisers LLC is a registered investment firm operating out of Boston, MA. The investment advisory business has a total of 219 financial advisors. It administers $660 billion in assets across its 1,712,300 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 11 charitable organizations. Of its 1,712,300 customer accounts, 31% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The business performs a diverse set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial management largely vary depending on which services the firm provides the client. Fees billed by Strategic Advisers LLC most likely are comprised of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Strategic Advisers LLC Brokerage Details
$659,550,224,982
219
1,712,300
$385,184
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Mark Halfhill Work History
Mark has been registered as a financial advisor for 8 years.*
Fidelity Investments
Tolleson Private Wealth Management
Tolleson Wealth Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mark Halfhill to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Strategic Advisers LLC
Denver, CO
Englewood, CO
Denver, CO
Englewood, CO
Boston, MA
Englewood, CO
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
