Luis C Mir
Investment adviser representative at Strategic Advisers LLC
15 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
15 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsAug 2021 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2020 to Aug 2021
- Bank of America, N.A.May 2020 to Jul 2021
- Park AvenuegroupAug 2019 to Apr 2020
- UnemployedApr 2019 to Aug 2019
- Cuso Financial Services, LPJun 2017 to Apr 2019
- Fairwinds Credit UnionJun 2017 to Mar 2019
- Bank of America, N.A.Nov 2011 to Jun 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2011 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 5524137
- Firm CRD
- 104555