Diego Llano
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 LLCJul 2025 to now
- Fidelity InvestmentsMay 2025 to now
- Bank of America, N.A.Nov 2024 to May 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2024 to May 2025
- Charles Schwab & Co., Inc.Sep 2021 to Sep 2024
- Charles Schwab Bank, SsbSep 2021 to Sep 2024
- JP Morgan Chase Bank, N.A.Aug 2019 to Sep 2021
- JP Morgan Securities LLCAug 2019 to Sep 2021
- LyftDec 2017 to Aug 2019
- World Financial Group/transamericaJul 2017 to Sep 2020
- Wells Fargo Clearing Services, LLCApr 2015 to Aug 2017
- Wells Fargo Bank, NADec 2013 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2022
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
- 6484107
- Firm CRD
- 104555