Gabriel Joseph Garcia
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4TFirm assets
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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 LLCJun 2025 to now
- Fidelity InvestmentsMay 2025 to now
- Wells Fargo Clearing Services LLCJun 2023 to May 2025
- JP Morgan Chase Bank, N.A.Jun 2019 to Jun 2023
- JP Morgan Securities LLCJun 2019 to Jun 2023
- Bank of America, N.A.Oct 2016 to Jun 2019
- Merrill Lynch Pierce Fenner & Smith IncorporatedOct 2016 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2016
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
- 6099582
- Firm CRD
- 104555