Marcos Garcia
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 InvestmentsOct 2020 to now
- CaselleFeb 2020 to Oct 2020
- Ottawa UniversityJan 2019 to Feb 2020
- Muddy BoysDec 2018 to Jan 2019
- Ottawa UniversityAug 2018 to Dec 2018
- Muddy BoysMay 2018 to Aug 2018
- Ottawa UniversityJan 2018 to May 2018
- Muddy BoysDec 2017 to Jan 2018
- Ottawa UniversityAug 2017 to Dec 2017
- TerminixMay 2017 to Aug 2017
- Bas PlumbingJan 2017 to May 2017
- Utah Valley UniversityJan 2017 to May 2017
- Southern Virginia UniversityMay 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7310573
- Firm CRD
- 104555