Steven Russek
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsApr 2022 to now
- Equitable Advisors, LLCSep 2021 to Jan 2022
- UnemployedJun 2021 to Aug 2021
- Slumberland FurnitureMay 2020 to May 2021
- Gander OutdoorsAug 2019 to Nov 2019
- Keith's PizzaMar 2019 to May 2020
- Dollar TreeOct 2018 to May 2019
- Bemidji State UniversityAug 2017 to May 2021
- Unhinged PizzaSep 2014 to Aug 2018
- Delano High SchoolAug 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 7445427
- Firm CRD
- 104555