Vanessa Navarro
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 LLCMar 2025 to now
- Fidelity InvestmentsAug 2022 to now
- Bank of America, N.A.Nov 2018 to Aug 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2018 to Aug 2022
- AXA Advisors, LLCMay 2018 to Sep 2018
- City of FontanaFeb 2018 to Sep 2018
- Edward JonesApr 2017 to May 2017
- Roth Capital PartnersNov 2016 to Jan 2018
- Self-employedDec 2014 to Jan 2018
- Gap Inc.Oct 2014 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2018
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
- 6679991
- Firm CRD
- 104555