Jeffrey Brimmer Tito
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2022 to now
- Equitable AdvisorsJan 2021 to Feb 2022
- The AnnexAug 2019 to Jun 2020
- Almost Heaven Bar and GrillJun 2019 to Aug 2019
- Labcah Nutrition LLCApr 2018 to Aug 2018
- LuxJan 2017 to Jan 2019
- Mountaineer Nutrition LLCAug 2016 to Aug 2019
- WvuAug 2015 to Dec 2021
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (PA, 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
- 7417985
- Firm CRD
- 104555