Saywath Jimmy Luangsidasay
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCApr 2025 to now
- Fidelity InvestmentsApr 2023 to now
- Omnimerce LLCApr 2022 to Apr 2023
- Scs FinancialAug 2021 to Apr 2022
- PensionmarkmeridienApr 2018 to Jul 2018
- University of Rhode IslandMay 2017 to May 2021
- Dr. Jorge Alvarez High SchoolApr 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (MA, RI, 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
- 7110833
- Firm CRD
- 104555