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Steven Scornajenghi

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.

  1. Strategic Advisers LLCFeb 2026 to now
  2. Fidelity InvestmentsJan 2026 to now
  3. TD Bank N.A.Mar 2025 to Dec 2025
  4. TD Private Client Wealth LLCMar 2025 to Dec 2025
  5. UnemployedJul 2024 to Mar 2025
  6. Citizens Securities, IncMar 2021 to Jul 2024
  7. Equitable Advisors, LLCDec 2018 to Mar 2021
  8. AXA Advisors, LLCDec 2018 to Jun 2020
  9. Penn State UniversityAug 2014 to May 2018
  10. Scully Welding SupplyMay 2013 to Dec 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2018
  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 2 states (PA, 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
6651244
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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