Mallory Feraci
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
3 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsFeb 2022 to now
- First Command Advisory Services, IncApr 2021 to Jan 2022
- First Command Brokerage ServicesApr 2021 to Jan 2022
- First Command Insurance ServicesApr 2021 to Jan 2022
- First CommandAug 2020 to Apr 2021
- University of Southern MississippiAug 2018 to Mar 2022
- Mallory Feraci EventsJul 2018 to Aug 2020
- St. Bernard Parish School BoardDec 2016 to May 2018
- SucreJan 2016 to Nov 2016
- University of New OrleansJun 2014 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (DC, MD, 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
- 7283464
- Firm CRD
- 104555