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Nuno Gomes Fernandes

Investment adviser representative at Strategic Advisers LLC
19 yearsExperience
1 stateRegistered in
CFADesignation
$1.4TFirm assets

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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

19 years in the industry.

  1. Strategic Advisers LLCJun 2025 to now
  2. NAFeb 2024 to May 2025
  3. Gw&k Investment ManagementJan 2019 to Feb 2024
  4. Trilogy Global AdvisorsJan 2007 to Dec 2018

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law1996

State registrations

Registered as an investment adviser representative in 1 state (CA).

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
2531701
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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