Ryan Chapa
Investment adviser representative at Strategic Advisers LLC
20 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
20 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2024 to now
- Morgan Stanley Private Bank, N.AJul 2019 to now
- Morgan StanleyJun 2019 to now
- E*trade Financial CorpMar 2018 to May 2019
- E*trade Securities LLCMar 2018 to May 2019
- UnemployedMar 2017 to Mar 2018
- Rosenthal Collins GroupAug 2006 to Mar 2017
- Rosenthal Collins Group / Lasalle GroupAug 2006 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 4972416
- Firm CRD
- 104555