Tiara Green
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsOct 2023 to now
- The Vanguard Group, Inc.May 2022 to Oct 2023
- Infinia SearchAug 2021 to May 2022
- Investor HubOct 2020 to Jul 2021
- You Are Your Aura LLCMar 2020 to Oct 2023
- Simplicity LaserJan 2020 to Oct 2020
- Elements MassageJan 2020 to Jun 2020
- Jazzy Chick Beauty SupplyMar 2018 to Dec 2019
- Farmers InsuranceMar 2017 to Mar 2018
- George Mason UniversityAug 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 7403986
- Firm CRD
- 104555