Chelsea Marie Ugarte
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsOct 2021 to now
- Lincoln Property CompanyJan 2020 to Oct 2021
- AldiAug 2019 to Dec 2020
- Club ScientificJul 2019 to Dec 2019
- Kitchen CollectionMar 2019 to Jul 2019
- Texas RoadhouseMay 2018 to Dec 2019
- Pegasus ResidentialMay 2018 to May 2018
- Kalamazoo Probation Enhancement Program - Walnut and Park CafeFeb 2018 to May 2018
- Jakobson Management CompanyNov 2017 to Feb 2018
- Casa BoleroNov 2017 to Jan 2018
- Invitations By DesignAug 2017 to Feb 2018
- Amplify MarketingAug 2017 to Oct 2017
- Drakes Pond ApartmentsFeb 2016 to Mar 2017
- Kalamazoo Valley Community CollegeAug 2015 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7461227
- Firm CRD
- 104555