Eric Aquilizan Angeles
Investment adviser representative at Strategic Advisers LLC
15 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
15 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsApr 2022 to now
- Bank of America, N.A.Jul 2021 to Mar 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2020 to Jun 2021
- UnemployedApr 2020 to Apr 2020
- Presidio Golf & Concordia ClubMay 2019 to Apr 2020
- New York Life Insurance Co.May 2018 to Aug 2018
- Stanford Golf CourseOct 2017 to May 2019
- Diablo Creek Golf CourseJul 2016 to Oct 2017
- Pga Tour SuperstoreMar 2016 to May 2017
- Menlo CollegeAug 2015 to May 2019
- The First TeeJan 2011 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 6974541
- Firm CRD
- 104555