Eric Graffe ostos
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsSep 2022 to now
- UnemployedJul 2021 to Aug 2022
- Edward JonesSep 2019 to Jun 2021
- Neutron Holdings Inc (dba Limebike Or Lime)Jun 2019 to Jun 2019
- Skip Transport Inc (dba Skip)Jun 2019 to Jun 2019
- Fifth and Earth IncJan 2019 to Sep 2019
- University of Maryland / SbdcSep 2016 to Aug 2017
- Lepri LLC (dba Steel Plate)Jun 2016 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (DC, MD, 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
- 7174777
- Firm CRD
- 104555