Sergio Andres Nolasco
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 InvestmentsMay 2023 to now
- Morgan StanleyOct 2022 to Apr 2023
- Nolasco Delivery Systems, Inc.Aug 2022 to May 2023
- Morgan StanleyJun 2022 to Jul 2022
- Nolasco Delivery Systems, Inc.May 2021 to Jun 2022
- Badcock Home Furniture & MoreOct 2018 to May 2021
- Vesta Property ServicesNov 2017 to Oct 2018
- Anthony's Coal Fired Pizza & WingsFeb 2017 to Nov 2017
- Five GuysOct 2016 to Dec 2016
- Portillo's Restaurant Group, Inc.Jan 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7518909
- Firm CRD
- 104555