Hector Josue Rodarte
Investment adviser representative at Strategic Advisers LLC
19 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
19 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2021 to now
- Northwestern Mutual Investment Services LLCDec 2020 to Jun 2021
- Northwestern Mutual Life Insurance CompanyJun 2020 to Jun 2021
- Sherwin WilliamsJun 2019 to Aug 2019
- Guest and Event ServicesFeb 2019 to Apr 2020
- BrandswalkNov 2018 to Apr 2019
- StudentNov 2007 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7254526
- Firm CRD
- 104555