Ann margaret Macagba Bishop
Investment adviser representative at Strategic Advisers LLC
17 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
17 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2024 to now
- UnemployedSep 2023 to Jul 2024
- First Republic Securities Company, Llc/jp Morgan ChaseMar 2022 to Sep 2023
- First Republic Investment Management, IncMar 2022 to Jul 2023
- Natixis Investment ManagersNov 2019 to Mar 2022
- Wells Fargo Advisors Financial Network, LLCNov 2017 to Oct 2019
- Morgan Stanley Smith BarneyJun 2009 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2007
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
- 5303618
- Firm CRD
- 104555