Guillermo Chavez
Investment adviser representative at Strategic Advisers LLC
15 yearsExperience
1 stateRegistered 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
15 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2021 to now
- UnemployedJun 2020 to Mar 2021
- Dillard's Distribution CenterJun 2019 to Jun 2019
- Chipotle Mexican GrillSep 2018 to May 2020
- Dillard's Distribution CenterJun 2018 to Aug 2018
- ST. Edward's UniversityAug 2017 to Jun 2020
- UnemployedAug 2017 to Jun 2018
- Dillard's Distribution CenterJun 2017 to Aug 2017
- High SchoolAug 2013 to May 2017
- UnemployedMar 2011 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
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
- 7361791
- Firm CRD
- 104555