Jacob Depillo
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 LLCMar 2025 to now
- Fidelity InvestmentsJul 2023 to now
- Morgan StanleyMar 2023 to Jul 2023
- E*trade Capital Management LLCMay 2021 to Jul 2023
- E*trade Securities LLCMay 2021 to Jul 2023
- MML Investors Services, LLCMay 2020 to Apr 2021
- Mass Mutual Life Insurance CompanyApr 2020 to Apr 2021
- AXA Advisors, LLCOct 2019 to Apr 2020
- UnemployedFeb 2019 to Sep 2019
- Lear CorporationJun 2018 to Aug 2018
- Hillsdale College Athletic DepartmentAug 2017 to May 2018
- Hillsdale CollegeAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 6936974
- Firm CRD
- 104555