Makayla Elizabeth Idrissou
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 InvestmentsJun 2020 to now
- Northwestern Mutual Wealth Management CompanyFeb 2020 to May 2020
- Northwestern Mutual Investment Services LLCApr 2019 to May 2020
- Casey GeorgeMar 2019 to May 2020
- Scott ChristensenMar 2019 to May 2020
- UnemployedJan 2019 to Mar 2019
- Fidelity InvestmentsSep 2018 to Dec 2018
- Ymca Allard CenterAug 2017 to Aug 2018
- Cca Global PartnersMay 2017 to Aug 2017
- Saint Anselm CollegeAug 2014 to May 2018
- USA HockeyAug 2011 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (NH, 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
- 7028441
- Firm CRD
- 104555