Tumi Boris Pufong
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMay 2023 to now
- CitigroupOct 2021 to May 2023
- Equitable Advisors, LLCMar 2020 to Sep 2021
- AXA Advisors, LLCMar 2020 to Jun 2020
- Law Office of Linda AkwaDec 2018 to Mar 2020
- Self EmployedJan 2018 to Dec 2018
- UnmployedMay 2017 to Dec 2017
- Canadian Imperial Bank of CommerceMay 2015 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2021
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
- 7240751
- Firm CRD
- 104555