Amberlyn Estelle Ponce
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2025 to now
- Fidelilty InvestmentsJul 2022 to now
- Henderson Financial GroupJun 2021 to Jul 2022
- LPL Financial LLCJun 2021 to Jul 2022
- First Command Advisory Services, Inc.Sep 2020 to Jun 2021
- First Command Insurance Services, Inc.Sep 2020 to Jun 2021
- First Command Brokerage Services, Inc.May 2020 to Jun 2021
- HomemakerMar 2020 to May 2020
- John F Flannery dba Northwestern MutualMay 2019 to Mar 2020
- Rbh Financial, LLC dba Northwestern MutualNov 2017 to May 2019
- ShakleeSep 2016 to Jul 2022
- Sam Williams dba Northwestern MutualSep 2016 to May 2017
- Christopher Vidler & Eric Van Der Hyde dba Northwestern MutualSep 2016 to Dec 2016
- Melissa White dba Northwestern MutualFeb 2015 to May 2018
- Amberlyn E Sasser, LLCOct 2013 to Jul 2022
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 6269216
- Firm CRD
- 104555