Richard John Gunderud
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsSep 2023 to now
- Morgan StanleyMar 2023 to Aug 2023
- E*trade Capital Management LLCMay 2020 to Aug 2023
- E*trade Securities LLCMay 2020 to Aug 2023
- Guardian Life Insurance Co of America IncOct 2019 to May 2020
- Park Avenue Securities, LLCOct 2019 to May 2020
- Pruco Securities, LLCJan 2018 to Sep 2019
- The Prudential Insurance Company of AmericaJan 2018 to Sep 2019
- MML Investors Services LLCNov 2015 to Dec 2017
- Massmutual Life Insurance CompanySep 2015 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2018
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
- 6116412
- Firm CRD
- 104555