Nora Clifford
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 InvestmentsOct 2022 to now
- Forusall Advisors,LLCDec 2021 to Jul 2022
- Forusall, Inc.Nov 2021 to Dec 2021
- Equitable Advisors, LLCFeb 2019 to Nov 2021
- AXA-advisors, LLCFeb 2019 to Jun 2020
- C2 Par Deux, LLCAug 2015 to Feb 2019
- Fonte Financial AdvisorsAug 2015 to Feb 2019
- Wellspring Divorce AdvisorsMay 2015 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 2256845
- Firm CRD
- 104555