Maria Puente
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Maria Puente? Claim your profile
Contact this firm
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 2023 to now
- Chapwood Capital Investment Management, LLCOct 2018 to Jan 2023
- Chalaki Law FirmJan 2018 to Sep 2018
- University of HoustonAug 2017 to Dec 2017
- Chalaki Law FirmMay 2017 to Aug 2017
- Wagner & SaenzJan 2017 to Apr 2017
- Maple DeliSep 2016 to Dec 2016
- University of Houston LibrarySep 2016 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7316520
- Firm CRD
- 104555