Sofia Brewington-williams
Investment adviser representative at Strategic Advisers LLC
22 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
22 years in the industry.
- Strategic Advisers LLCDec 2025 to now
- Fidelity InvestmentsApr 2022 to now
- Northwestern Mutual Investment Services LLCSep 2021 to Apr 2022
- Northwestern Mutual Life Insurance CompanySep 2021 to Apr 2022
- Thrive Therapy and Social CenterJul 2020 to Aug 2021
- The ButteryMay 2019 to Dec 2019
- IhssFeb 2019 to Dec 2020
- StudentSep 2017 to Dec 2020
- UnemployedJun 2017 to Sep 2017
- StudentSep 2004 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7426169
- Firm CRD
- 104555