Apoorv Negi
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 InvestmentsMar 2025 to now
- Fbs LLC - Fidelity Brokerage Services LLCJan 2020 to now
- First Tech Federal Credit UnionNov 2018 to Jan 2020
- Raymond James Financial Services Advisors Inc.Nov 2018 to Jan 2020
- Raymond James Financial Services, IncNov 2018 to Jan 2020
- Edward JonesMay 2018 to Nov 2018
- WalgreensFeb 2018 to May 2018
- US Army ReserveSep 2016 to Jan 2020
- Brewer Science Inc.Jun 2015 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 6954437
- Firm CRD
- 104555