Maria Lynn Sandoz
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 2024 to now
- Cetera Advisor Networks LLCAug 2023 to Jul 2024
- Cetera Investment Advisers LLCAug 2023 to Jul 2024
- Rivers & Rails Brewing CompanyJun 2023 to Jun 2024
- Securian Financial Services IncJul 2022 to Aug 2023
- Nylife Securities LLCJun 2019 to Jun 2022
- Herd and HornsAug 2018 to May 2019
- New York Life Insurance CompanyJun 2018 to Jun 2022
- Gate City BankAug 2016 to May 2018
- North Dakota State UniversityAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 6960469
- Firm CRD
- 104555