Raquel Anagnostopoulos
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 LLCMay 2025 to now
- Fidelity InvestmentsApr 2025 to now
- UnemployedOct 2024 to Apr 2025
- Fidelity InvestmentsMay 2022 to Oct 2024
- Raymond James & Associates, IncJan 2021 to May 2022
- New York LifeSep 2019 to Oct 2020
- UnemployedMay 2019 to Sep 2019
- Foresters FinancialSep 2018 to May 2019
- Foresters FinancialJun 2018 to Aug 2018
- Lord and TaylorOct 2016 to Apr 2017
- Pace UniversitySep 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 6957304
- Firm CRD
- 104555