Neville Kapoor
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsDec 2024 to now
- Charles Schwab & Co., Inc.Apr 2024 to Dec 2024
- Charles Schwab BankApr 2024 to Dec 2024
- Morgan StanleyMar 2023 to Mar 2024
- E*trade Capital Management LLCJun 2018 to Nov 2023
- E*trade Securities LLCJun 2018 to Sep 2023
- Bank of America N.A.Dec 2014 to Jun 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 5739720
- Firm CRD
- 104555