Sofia Michelle Sermeno
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Sofia Michelle Sermeno? Claim your profile
Contact this firm
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 InvestmentsApr 2023 to now
- Purshe Kaplan Sterling InvestmentsJan 2023 to Feb 2023
- 49 FinancialSep 2022 to Feb 2023
- Img FinancialJun 2022 to Aug 2022
- Aspire Wealth AdvisersJan 2022 to May 2022
- Olive GardenAug 2021 to Jul 2022
- Grimaldi'sJan 2020 to Dec 2020
- University of HoustonAug 2019 to Dec 2022
- Best In ClassFeb 2018 to May 2018
- Dish SocietyOct 2017 to Dec 2017
- Cinco Ranch High SchoolAug 2017 to May 2019
- KrogerJun 2017 to Oct 2017
- Seven Lakes High SchoolAug 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7494740
- Firm CRD
- 104555