Loic Hermans
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMay 2026 to now
- Fidelity InvestmentsJan 2026 to now
- UnemployedNov 2025 to Jan 2026
- UBS Financial Services Inc.Sep 2025 to Nov 2025
- Merrill Lynch, Pierce, Fenner & Smith Inc.Sep 2021 to Sep 2025
- Dialog DirectFeb 2021 to Mar 2021
- J.P. Morgan Chase & Co.Jul 2019 to Aug 2019
- Manhattan Gold Investment Group, LLCJan 2018 to Sep 2021
- Bucher & Christian Consulting, Inc.Nov 2017 to Feb 2018
- Marymount California UniversityJan 2013 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7426586
- Firm CRD
- 104555