Pete Talamante
Investment adviser representative at Strategic Advisers LLC
19 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
19 years in the industry.
- Strategic Advisers LLCJun 2025 to now
- Fidelity InvestmentsOct 2024 to now
- Galles ChevroletJul 2024 to Oct 2024
- UnemployedApr 2024 to Jul 2024
- Cooper's Auto GroupMay 2022 to Apr 2024
- StudentJun 2020 to May 2022
- Cooper's Auto GroupAug 2019 to Jun 2020
- Galles ChevroletJul 2018 to Jul 2019
- Audi AlbuqerqueFeb 2018 to Jul 2018
- Discount TireSep 2017 to Feb 2018
- Mccall's Pumpkin PatchSep 2017 to Sep 2017
- StudentAug 2005 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NM, 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
- 7518002
- Firm CRD
- 104555