Sonya Baran
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2022 to now
- The Cheesecake FactoryOct 2021 to Jan 2022
- Robinhood Financial, LLCJul 2021 to Apr 2022
- ColdstoneOct 2019 to Jun 2022
- Bank of AmericaMar 2019 to Jul 2021
- TtecMar 2019 to Mar 2019
- UnemployedJan 2019 to Mar 2019
- Massage EnvySep 2018 to Dec 2018
- Fresenius Kidney CareJan 2018 to Jan 2019
- Dillard'sAug 2017 to Apr 2018
- SlicesApr 2017 to Aug 2018
- Crazy 8Feb 2017 to Aug 2017
- Second Story Liquor BarOct 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7089296
- Firm CRD
- 104555