Ronald J. Centofanti
Investment adviser representative at Strategic Advisers LLC
31 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
31 years in the industry.
- Strategic Advisers LLCMay 2025 to now
- Fidelity InvestmentsMar 2025 to now
- Keller Williams Realty GroupMar 2024 to Mar 2025
- UspsJun 2023 to Jun 2023
- The Hill SchoolSep 2021 to Sep 2021
- Allied UniversalDec 2019 to May 2022
- The Vanguard Group, Inc.Sep 1995 to Oct 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 2528569
- Firm CRD
- 104555