Richard Nardella
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsApr 2022 to now
- Citizens Securities Inc.Nov 2021 to Apr 2022
- Nardella ExcavatingMay 2021 to Nov 2021
- UnemployedDec 2020 to May 2021
- Nardella ExcavatingMay 2020 to Jul 2020
- Jeff's ChineseApr 2019 to Nov 2019
- Ralph Lauren CorporationFeb 2018 to Apr 2019
- Racetrac IncSep 2017 to Feb 2018
- Interstate Navigation Co. Inc.May 2017 to Sep 2017
- Florida Gulf Coast UniversityAug 2016 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (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
- 7466720
- Firm CRD
- 104555