Isabella Bogdanos
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
1 stateRegistered 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 2021 to now
- Equitable Advisors, LLCJul 2018 to Aug 2021
- AXA Advisors, LLC.Jul 2018 to Jun 2020
- Sterne Kessler Goldstein & FoxAug 2017 to Apr 2018
- Kids Empowerment Legal ExpertMay 2017 to Jul 2017
- Strauss Media StrategiesJan 2017 to May 2017
- The Catholic University of AmericaAug 2014 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 6936159
- Firm CRD
- 104555