Rajan Bedi
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 InvestmentsJan 2024 to now
- Miller Learning Center - Security DeskAug 2022 to Dec 2023
- UnemployedMay 2021 to Aug 2022
- Abac ConsultingMar 2020 to May 2021
- Jimbo'sAug 2019 to Mar 2020
- UnemployedJan 2019 to Aug 2019
- Insomnia CookiesAug 2018 to Dec 2018
- UnemployedAug 2017 to Aug 2018
- Elavon Inc, Subsidiary of US BankMay 2017 to Aug 2017
- UnemployedJan 2017 to May 2017
- Ruffalo Noel LevitzAug 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 7289495
- Firm CRD
- 104555