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Esther O. Egbeyode

Investment adviser representative at Strategic Advisers LLC
14 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

14 years in the industry.

  1. Strategic Advisers LLCJun 2026 to now
  2. Fidelity InvestmentsSep 2021 to now
  3. Cvs CaremarkJan 2019 to Aug 2021
  4. Rhode Island Allied Health InstituteAug 2018 to Jan 2019
  5. Rhode Island Allied Health InstituteJan 2018 to Jul 2018
  6. UnemployedOct 2017 to Dec 2017
  7. UnemployedMay 2017 to Sep 2017
  8. Mobile Telecommunications Network NigeriaMay 2012 to Apr 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 3 states (MA, RI, 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
7448448
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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