Roberto Salas
Investment adviser representative at Strategic Advisers LLC
15 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
15 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsOct 2023 to now
- Bank of America N.A.May 2022 to Oct 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2022 to Oct 2023
- JP Morgan Chase Bank, N.A.Feb 2021 to May 2022
- JPMorgan Securities LLCFeb 2021 to May 2022
- Wells Fargo Clearing Services, LLCJun 2016 to Feb 2021
- Wells Fargo Bank, NANov 2011 to Feb 2021
- Army National GuardMar 2011 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (NM, 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
- 6677099
- Firm CRD
- 104555