Erika anne Estanislao Dizon
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsApr 2023 to now
- J.P. Morgan Securities LLCOct 2022 to Mar 2023
- JPMorgan Chase Bank, N.A.Oct 2022 to Mar 2023
- Charles Schwab & Co., Inc.Apr 2019 to Sep 2022
- Charles Schwab BankApr 2019 to Sep 2022
- Thrivent FinancialSep 2017 to Apr 2019
- Thrivent Investment Management IncSep 2017 to Apr 2019
- Nylife Securities LLCNov 2016 to Sep 2017
- New York Life Insurance CompanyMay 2016 to Sep 2017
- The Lost & Found ClubFeb 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2017
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
- 5990831
- Firm CRD
- 104555