Strategic Advisers
33yrs
Top advisor by experience in Riverton
15yrs
Tyson Case
Financial advisor at Strategic Advisers
Tyson Case has worked in the financial industry for 15 years and is a fiduciary financial advisor based in Riverton, Utah. Tyson has been with Strategic Advisers since 2025; before that, Tyson spent seven years at Fidelity Personal and Workplace Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 42 advisors with offices in Riverton, and one of 41 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?Top 25% by experience at Strategic Advisers
OfficeRiverton, UT
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2015 – 2018Strategic Advisers LLCPreviously
Contact Tyson
(617) 563-7000Firm headquarters in Boston, MA. Ask for Tyson. Riverton, UTOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Tyson
Tailored to Tyson’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Tyson
How do I contact Tyson?
Call Strategic Advisers at (617) 563-7000 and ask for Tyson Case. Tyson works from the Riverton, UT office.
How long has Tyson been a financial advisor?
Tyson has been in the industry since 2011, about 15 years. Top 25% by experience at Strategic Advisers.
What licenses does Tyson hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Tyson a fiduciary?
Tyson is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Tyson paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Tyson for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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