Ivi O. Nwosu
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsFeb 2023 to now
- Citizens BankOct 2020 to Oct 2022
- Santander BankApr 2019 to Oct 2020
- Carrington Real Estate Services (US) LLC / Vylla Home (US) LLCDec 2014 to Feb 2023
- Citizens BankDec 2014 to Mar 2019
- Northeastern UniversityMay 2013 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (MA, RI, 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
- 5143774
- Firm CRD
- 104555