Okwuchi Vera Uhiara
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 InvestmentsApr 2021 to now
- Allstate Financial ServicesJun 2020 to Apr 2021
- J.P. Morgan Securities LLCFeb 2019 to May 2020
- JPMorgan Chase Bank, N.A.Feb 2019 to May 2020
- UnemployedJun 2018 to Jan 2019
- Bank of America, N.A.Nov 2015 to May 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2015 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 6186913
- Firm CRD
- 104555