Sait A Saraci
Investment adviser representative at Strategic Advisers LLC
14 yearsExperience
2 statesRegistered 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
14 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsAug 2023 to now
- Ep Wealth Advisors, LLC.Mar 2023 to May 2023
- Ccg Wealth Management LLCNov 2021 to Dec 2021
- Bellwether Investment Advisors LLCAug 2020 to Jun 2023
- UnemployedApr 2020 to Aug 2020
- Fisher InvestmentsJan 2019 to Mar 2020
- Morgan Stanley Smith BarneyJul 2012 to Oct 2018
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law1999
- Series 63 · Uniform Securities Agent State Law2023
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
- 3253008
- Firm CRD
- 104555