Mauricio Rodriguez gebran
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 InvestmentsNov 2020 to now
- UberJan 2020 to Nov 2020
- LyftApr 2019 to Dec 2019
- Whole Foods MarketFeb 2019 to Oct 2019
- Beaumont BakeryApr 2018 to Feb 2019
- B Bistro BakeryJan 2017 to Apr 2018
- Florida International UniversityJan 2017 to Jul 2017
- Broward CollegeJan 2013 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 7316214
- Firm CRD
- 104555