Matias Villanueva
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
3 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 InvestmentsMay 2023 to now
- Fisher InvestmentsJul 2022 to Apr 2023
- Fidelity InvestmentsJun 2021 to Jun 2022
- Door DashMar 2021 to Jun 2021
- TinderOct 2020 to Feb 2021
- Uf Retail CenterAug 2020 to May 2021
- Study EdgeMay 2020 to Aug 2020
- Watson Civil ConstructionMay 2020 to Jul 2020
- Campus CooksAug 2019 to Mar 2021
- Pi Kappa PhiAug 2019 to Dec 2019
- Sushi ChaoSep 2018 to May 2019
- Mayo ClinicJun 2018 to Aug 2019
- PiesanosJan 2018 to May 2019
- University of FloridaJun 2017 to May 2021
- Bishop Kenny High SchoolAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 3 states (CO, FL, 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
- 7401489
- Firm CRD
- 104555