Winifred Holzwarth
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsDec 2023 to now
- Prudential Insurance Company of AmericaMay 2020 to Dec 2023
- Pruco Securities, LLC.Feb 2020 to Dec 2023
- Ra SushiAug 2019 to Nov 2019
- Baltimore County Public SchoolsAug 2017 to Jul 2019
- Pickles PubMay 2017 to Jul 2019
- Glenn RiddleAug 2016 to Nov 2016
- Leukemia and Lymphoma SocietyMay 2016 to May 2019
- Skye BarMay 2015 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (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
- 7226714
- Firm CRD
- 104555