Yubel Rios torres
Investment adviser representative at Strategic Advisers LLC
14 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
14 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsApr 2023 to now
- UnemployedNov 2021 to Mar 2023
- Ameriprise Financial Services, LLCOct 2020 to Oct 2021
- UnemployedJun 2020 to Sep 2020
- Edward JonesOct 2018 to May 2020
- HaggarAug 2018 to Oct 2018
- Wells FargoAug 2016 to Aug 2018
- Western Oregon UniversitySep 2014 to Jun 2018
- BassOct 2012 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 7024336
- Firm CRD
- 104555