Richard A Amaechi
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsNov 2023 to now
- UBS Financial Services.incJul 2022 to Oct 2023
- Self EmployedMay 2021 to Aug 2021
- The Vanguard Group, Inc.Aug 2020 to Jul 2022
- Sophia UniversitySep 2019 to Apr 2020
- Kaiser PermanenteJun 2019 to Aug 2019
- Kaiser PermanenteJun 2018 to Aug 2018
- San Diego State University Office of AdmissionsAug 2017 to Jun 2019
- San Diego State UniversityAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2022
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
- 7285235
- Firm CRD
- 104555