Anay Gonzalez
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Anay Gonzalez? Claim your profile
Contact this firm
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
12 years in the industry.
- Strategic Advisers LLCMay 2025 to now
- Fidelity InvestmentsApr 2025 to now
- UnemployedFeb 2025 to Apr 2025
- Tai Lopez BrandsDec 2024 to Feb 2025
- Empower Financial Services, IncJan 2024 to Nov 2024
- Valic Financial Advisors, Inc.Nov 2023 to Nov 2023
- UnemployedMar 2023 to Jan 2024
- Trinity Wealth SecuritiesNov 2021 to Feb 2023
- Florida Financial AdvisorsJul 2021 to Feb 2023
- UnemployedJun 2020 to Jun 2021
- CvsFeb 2020 to Mar 2020
- Franklin and Marshall College - Q&scAug 2019 to May 2020
- Breakthrough CollaborativeJul 2019 to Aug 2019
- Franklin and Marshall CollegeAug 2018 to May 2021
- UnemployedJul 2018 to Aug 2018
- South Dade Senior High SchoolAug 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 2 states (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
- 7414304
- Firm CRD
- 104555