Harry Saputra
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 InvestmentsJun 2025 to now
- Wells Fargo Bank, NAOct 2022 to May 2025
- Wells Fargo Clearing Services, LLCOct 2022 to May 2025
- PNC BankJun 2021 to Oct 2022
- Bbva Securities Inc.Dec 2020 to Jun 2021
- Bbva Insurance Agency Inc.Oct 2020 to Jun 2021
- Bbva USAOct 2020 to Jun 2021
- JP Morgan Chase Bank N.A.Jan 2018 to Oct 2020
- JP Morgan Securities LLCJan 2018 to Oct 2020
- World Financial Group Insurance AgencyJan 2016 to Dec 2017
- Harry Saputra (independant Personal Trainer)Apr 2015 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2023
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
- 6901640
- Firm CRD
- 104555