Ava Crokos
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 InvestmentsApr 2024 to now
- Kiehl's - AllworkDec 2023 to Apr 2024
- AesopSep 2023 to Apr 2024
- Muse CapitalJul 2023 to Dec 2023
- Deciem - the OrdinaryFeb 2023 to Jun 2023
- UnemployedOct 2022 to Feb 2023
- Kiehl'sFeb 2022 to Oct 2022
- UnemployedAug 2021 to Feb 2022
- MizuhoMay 2021 to Aug 2021
- College StudentJan 2021 to Dec 2022
- GivaudanOct 2020 to Apr 2021
- Bath and Body WorksSep 2020 to Sep 2020
- Blink FitnessSep 2020 to Sep 2020
- Oak Crest Day CampMay 2020 to Aug 2020
- Studied AbroadMay 2019 to Jul 2019
- UnemployedJan 2019 to May 2020
- Brandy MelvilleJul 2018 to Jan 2019
- College StudentAug 2017 to Mar 2020
- Highschool StudentAug 2013 to Jun 2017
- UnemployedJan 2013 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 7361526
- Firm CRD
- 104555