Edgar Granados
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 InvestmentsJul 2021 to now
- Deanna Martins CpaMar 2021 to Jun 2021
- Il FornaioOct 2020 to Mar 2021
- UnemployedApr 2020 to Oct 2020
- Lazy DogJan 2020 to Mar 2020
- Il FornaioOct 2019 to Jan 2020
- Hines PropertiesJun 2019 to Aug 2019
- Sherwin WilliamsSep 2018 to Jun 2019
- Sherwin WilliamsMay 2018 to Aug 2018
- El ToritoNov 2017 to May 2018
- In N OutJun 2017 to Aug 2017
- Lucille's Smokehouse BbqJun 2017 to Aug 2017
- San Francisco State UniversityAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser 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
- 7285839
- Firm CRD
- 104555