Carlos Flores
Investment adviser representative at Strategic Advisers LLC
16 yearsExperience
3 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
16 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2025 to now
- Fidelity Brokerage Services LLCJul 2021 to now
- UnemployedMar 2021 to Jul 2021
- Charles Schwab & Co., IncFeb 2020 to Mar 2021
- TD AmeritradeOct 2018 to Jan 2020
- TD BankMay 2018 to Oct 2018
- UnemployedJan 2018 to May 2018
- Ri Suresky & SonsDec 2016 to Jan 2018
- StudentJan 2010 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, 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
- 7036650
- Firm CRD
- 104555