Craig S Vento
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2025 to now
- Fidelity Brokerage Services LLCOct 2021 to now
- BMO Harris BankJul 2021 to Oct 2021
- LPL Financial LLCJul 2021 to Oct 2021
- UnemployedFeb 2021 to Jun 2021
- TD AmeritradeApr 2017 to Jan 2021
- MenardsDec 2016 to Dec 2019
- Richmond SchoolMay 2016 to Dec 2019
- Various Insurance Carriers for W&r Insurance AgenciesFeb 2015 to Apr 2017
- Waddell & Reed, IncFeb 2015 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1984286
- Firm CRD
- 104555