Agustin Garcia
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 LLCSep 2025 to now
- Fidelity InvestmentsMar 2024 to now
- UnemploymentSep 2023 to Mar 2024
- Tastytrade Inc.Mar 2023 to Sep 2023
- TD AmeritradeDec 2020 to Mar 2024
- Techonomic, IncAug 2019 to Dec 2020
- Chanel At Macy'sApr 2019 to Jun 2019
- Bank of America Merrill LynchAug 2018 to Nov 2018
- Blue Sushi Sake Grill (flagship Restaurant)May 2017 to Aug 2017
- Loyola University ChicagoAug 2016 to May 2020
- Bulldog Ale House (147 Weber Company)Aug 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2025
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
- 7011659
- Firm CRD
- 104555