Berott Mathnov
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 LLCJul 2025 to now
- Fidelity InvestmentsApr 2024 to now
- UnemployedSep 2023 to Apr 2024
- FireblocksJul 2022 to Aug 2023
- Robinhood Financial, LLCDec 2020 to Jun 2022
- TIAAJun 2017 to Nov 2020
- TIAA-CREF Individual & Institutional Services, LLCJun 2017 to Nov 2020
- UBSJun 2015 to May 2017
- UBS Financial Services Inc.Jun 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 6507481
- Firm CRD
- 104555