Steven Daniel Mako
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 InvestmentsMay 2021 to now
- UnemployedJan 2021 to Apr 2021
- Ameriprise Financial Services, IncJun 2018 to Dec 2020
- Pelham Bay and Splitrock Golf CourseJun 2018 to Nov 2018
- Iona CollegeDec 2017 to May 2018
- Pelham Bay and Splitrock Golf CourseMay 2017 to Nov 2017
- Iona CollegeAug 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 6966138
- Firm CRD
- 104555