Jose A. Monterroso
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJan 2022 to now
- Brick HouseMay 2021 to Dec 2021
- Garden Bar and BistroMay 2020 to Dec 2021
- Southern Towing CompanySep 2019 to Apr 2020
- UnemployedFeb 2019 to Sep 2019
- Delgado Community CollegeSep 2018 to Feb 2019
- Wrong IronFeb 2018 to Nov 2018
- F&msMay 2017 to Feb 2018
- Mississippi State UniversitySep 2016 to Apr 2017
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 (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
- 7499114
- Firm CRD
- 104555