Susan Ensenat
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsOct 2022 to now
- Wells Fargo Bank, NAMay 2021 to Oct 2022
- Wells Fargo Clearing Services, LLCMay 2021 to Oct 2022
- HSBC Securities (USA) Inc.Jun 2018 to May 2021
- HSBC Bank USA, N.A.May 2017 to May 2021
- HSBC Securities (USA) IncMay 2017 to Nov 2017
- Nylife Securities LLCApr 2014 to May 2017
- New York Life Insurance Co.Jan 2014 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 6022513
- Firm CRD
- 104555