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Delsin Varian-gonzalez

Investment adviser representative at Strategic Advisers LLC
12 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

12 years in the industry.

  1. Strategic Advisers LLCMar 2025 to now
  2. Fidelity InvestmentsSep 2022 to now
  3. Equitable Advisors, LLCAug 2018 to Aug 2022
  4. AXA-advisors, LLCAug 2018 to Jun 2020
  5. UnemployedMay 2018 to Aug 2018
  6. TurnoverbnbJan 2018 to May 2018
  7. Rockstar EnergyAug 2017 to May 2018
  8. Cedar Circle, LLC.Jul 2017 to May 2018
  9. University of HawaiiJul 2014 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2018

State registrations

Registered as an investment adviser representative in 2 states (CA, 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
6960791
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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