Cynthia Hernandez
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCMar 2026 to now
- Fidelity InvestmentsSep 2025 to now
- Fisher InvestmentsJan 2023 to Sep 2025
- Fisher InvestmentsAug 2020 to Dec 2022
- UnemployedApr 2020 to Aug 2020
- Reeves & CoJan 2020 to Apr 2020
- Centera BioscienceNov 2017 to Nov 2019
- UnemployedMay 2017 to Nov 2017
- Berri FitMay 2016 to May 2017
- Zico Coconut WaterSep 2014 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2026
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
- 7286553
- Firm CRD
- 104555