Jimmy Lourenco
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
3 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Jimmy Lourenco? Claim your profile
Contact this firm
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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsAug 2023 to now
- MML Investors Services, LLCSep 2022 to Aug 2023
- Massmutual Life Insurance CompanyAug 2022 to Aug 2023
- MML Investors Services, LLCFeb 2022 to Jun 2022
- Bluerook LLCJan 2022 to Aug 2023
- Mass Mutual Insurance CompanyDec 2021 to Jun 2022
- UnemployedMay 2021 to Dec 2021
- Morgan Stanley Private Bank N.A.Jul 2018 to Apr 2021
- Morgan StanleyJun 2018 to Apr 2021
- Capital One Advisors, LLCJan 2015 to May 2018
- Capital One Investing, LLCJan 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 3 states (DC, TX, VA).
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
- 6009244
- Firm CRD
- 104555