Sammy Carrasquillo
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
3 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2025 to now
- FidelityFeb 2022 to now
- United Nations Federal Credit Union AdvisorsMay 2018 to Feb 2022
- Copper Financial Network LLCApr 2018 to Feb 2022
- CrumpMar 2016 to Apr 2018
- Insurance CoverageMar 2016 to Apr 2018
- United Nations Federal Credit UnionMar 2015 to Feb 2022
- Raymond James Financial Services Advisors Inc.Mar 2015 to May 2018
- Raymond James Financial Services, Inc.Mar 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 3 states (CT, NY, 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
- 5084216
- Firm CRD
- 104555