Orianna Cool
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCSep 2026 to now
- Fidelity InvestmentsDec 2025 to now
- Empower Advisory Group, LLCMar 2024 to Dec 2025
- Empower Financial Services, IncMar 2024 to Dec 2025
- Lively, IncOct 2023 to Feb 2024
- Fidelity Personal and Workplace AdvisorsJul 2018 to Sep 2023
- Fidelity Brokerage Services LLCNov 2014 to Sep 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2015
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
- 6292303
- Firm CRD
- 104555