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Anthony Bianco

Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 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.

  1. Strategic Advisers LLCMar 2025 to now
  2. Fidelity InvestmentsDec 2023 to now
  3. AgiaDec 2022 to Dec 2023
  4. Valic Financial Advisors, Inc.Aug 2022 to Dec 2023
  5. Sagepoint FinancialJun 2020 to Jun 2022
  6. Focus Life InstituteJun 2019 to Aug 2019
  7. Primary Health NetworkJun 2019 to Aug 2019
  8. UnemployedMay 2018 to Aug 2018
  9. Medi-rxDec 2017 to Jan 2018
  10. Medi-rxMay 2017 to Aug 2017
  11. Medi-rxDec 2016 to Jan 2017
  12. Duquesne UniversityAug 2016 to May 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2020
  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 2 states (PA, 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
7259888
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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