Demi To
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.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsFeb 2022 to now
- Bank of AmericaJan 2021 to Feb 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2020 to Jan 2021
- Department of JusticeMay 2019 to May 2020
- UnemployedApr 2019 to May 2019
- Mountain Mike'sFeb 2019 to Apr 2019
- UnemployedSep 2018 to Feb 2019
- Old NavyMay 2018 to Sep 2018
- Domino's PizzaMay 2018 to Aug 2018
- Cosumnes River CollegeJun 2017 to Jun 2018
- California State UniverstiyAug 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
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
- 7261467
- Firm CRD
- 104555