Gina Rogers
Investment adviser representative at Strategic Advisers LLC
14 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
14 years in the industry.
- Strategic Advisers LLCApr 2026 to now
- Fidelity InvestmentsMar 2025 to now
- UnemployedJan 2025 to Feb 2025
- Thrivent FinancialDec 2023 to Jan 2025
- Thrivent Investment Management IncDec 2023 to Jan 2025
- UnemployedJul 2023 to Dec 2023
- Advisors Asset Management, IncSep 2022 to Jul 2023
- Morgan StanleyJun 2017 to Sep 2022
- Wells Fargo Clearing Services, LLCNov 2016 to Jun 2017
- Wells Fargo Advisors LLCSep 2012 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 4764097
- Firm CRD
- 104555