Valerie Ruby Harris
Investment adviser representative at Strategic Advisers LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4TFirm assets
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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 InvestmentsFeb 2022 to now
- Thrivent FinancialNov 2019 to Feb 2022
- Thrivent Investment Management IncOct 2019 to Feb 2022
- College for Financial PlanningAug 2019 to Sep 2019
- The RoseSep 2017 to Jun 2018
- Hotel TalisaMay 2017 to Jul 2019
- Sonnenalp HotelMay 2016 to Jun 2019
- Vail ResortsNov 2012 to Nov 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7174661
- Firm CRD
- 104555