Andrew De la vega
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsOct 2022 to now
- Cambridge Investment Research Advisors, Inc.Sep 2021 to Sep 2022
- Cambridge Investment Research, Inc.Sep 2020 to Sep 2022
- DecormattersJun 2019 to Jan 2020
- Best BuyJun 2018 to Jan 2020
- California Polytechnic State UniversitySep 2017 to Dec 2020
- Panda ExpressJun 2016 to Aug 2017
- Castro Valley High SchoolSep 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7295157
- Firm CRD
- 104555