Soloman Garcia
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 InvestmentsFeb 2023 to now
- UnemployedAug 2022 to Jan 2023
- Robinhood Markets, IncJun 2022 to Aug 2022
- Robinhood Financial, LLCFeb 2022 to Aug 2022
- SyscoNov 2021 to Dec 2021
- Fidelity InvestmentsApr 2021 to Oct 2021
- SgwsSep 2020 to Sep 2020
- UnemployedJan 2019 to Apr 2021
- Edward JonesAug 2018 to Dec 2018
- Regis UniversityJan 2012 to May 2017
- Southern Glazer's Wine and SpiritisOct 2011 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 6989594
- Firm CRD
- 104555