Adviser and broker representative · Strategic Advisers LLC
Loren L. Doheny
CRD 4860087 · Scottsdale, AZ
At a glance
Loren L. Doheny is an investment adviser representative with Strategic Advisers LLC in Scottsdale, AZ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Loren’s SEC record dates to 2005, about 21 years ago. Loren is also registered as a broker representative.
Current advisory firm
- Strategic Advisers LLCSince March 2025Scottsdale, AZ · $1.37T in regulatory assets
SEC adviser record
- Registered since
- 2005 (21 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Loren’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.