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Brittany Amador

Investment adviser representative at Strategic Advisers LLC
15 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

15 years in the industry.

  1. Strategic Advisers LLCAug 2025 to now
  2. Fidelity InvestmentsMar 2024 to now
  3. UnemployedAug 2023 to Mar 2024
  4. Wells Fargo Clearing Services, LLCApr 2021 to Aug 2023
  5. Wells Fargo Bank, NAMay 2011 to Aug 2023

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 2 states (CA, 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
7362441
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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