Vedran Josipovic
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 LLCJul 2025 to now
- Fidelity InvestmentsJul 2022 to now
- UberFeb 2024 to Jan 2025
- Wells Fargo AdvisorsJan 2022 to Jul 2022
- Associate StaffingOct 2021 to Jan 2022
- UnemployedAug 2021 to Oct 2021
- DabellaApr 2021 to Jul 2021
- Wasatch Deli ProvisionsAug 2016 to Jun 2021
- Fabulous Freddy's CarwashSep 2015 to Jan 2017
- Salt Lake Community CollegeAug 2014 to Aug 2022
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7461169
- Firm CRD
- 104555