Rebecca Montes
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsSep 2024 to now
- UnemployedAug 2024 to Sep 2024
- Weststar BankJan 2023 to Aug 2024
- UnemployedDec 2022 to Jan 2023
- Edge Advisors, LLCAug 2017 to Dec 2022
- Edge Capital Group LLCAug 2017 to Dec 2022
- UnemployedMar 2017 to Aug 2017
- CovenantSep 2015 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 6033592
- Firm CRD
- 104555