Manuel A Elvir
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
1 stateRegistered in
ChFC®Designation
$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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsSep 2022 to now
- Mutual of America Life Insurance CompanyJul 2017 to Sep 2022
- Mutual of America Securities LLCJul 2017 to Sep 2022
- UnemployedMar 2017 to Jul 2017
- Voya Financial Advisors, inc.Feb 2016 to Mar 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2013
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 3213520
- Firm CRD
- 104555