Denise Ana Winkelman
Investment adviser representative at Strategic Advisers LLC
18 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
18 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsApr 2021 to now
- PostmatesSep 2020 to Feb 2021
- Farmers Financial SolutionsMay 2020 to Feb 2021
- UnemployedMar 2020 to May 2020
- Fidelity Personal and Workplace AdvisorsJul 2018 to Mar 2020
- Fidelity Brokerage Services LLCJan 2008 to Mar 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 3 states (CA, 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
- 5458214
- Firm CRD
- 104555