Edgar Rauda
Investment adviser representative at Strategic Advisers LLC
9 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
9 years in the industry.
- Fidelity Brokerage ServicesOct 2025 to now
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJan 2021 to Oct 2025
- The Dinerstein CompaniesJun 2020 to Dec 2020
- Texas A&m UniversityNov 2018 to May 2020
- Gmh Capital PartnersMay 2018 to Oct 2018
- Texas A&m UniversityJul 2016 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7335868
- Firm CRD
- 104555