Toni Ann Abate
Investment adviser representative at Strategic Advisers LLC
17 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Toni Ann Abate? Claim your profile
Contact this firm
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
17 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2021 to now
- Carlson Financial (dba of Carlson & Company Financial Services)May 2018 to Mar 2021
- T.rowe PriceNov 2016 to May 2018
- United Health CareMar 2016 to Nov 2016
- Nova Tech Solutions LLCNov 2009 to Jun 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 6728750
- Firm CRD
- 104555