Raymond J. Podolla
Investment adviser representative at Strategic Advisers LLC
27 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
27 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsNov 2021 to now
- Bank of America, N.A.Oct 2020 to Nov 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2020 to Nov 2021
- TD AmeritradeApr 2018 to Oct 2020
- Wealth400, LLCFeb 2018 to Apr 2018
- AXA Advisors, LLCJul 2017 to Jan 2018
- Bull & Bear News LLCNov 1999 to Nov 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
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
- 1989608
- Firm CRD
- 104555