Victoria Rose Rego
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsDec 2020 to now
- Alba 53Aug 2020 to Sep 2021
- ArcareApr 2020 to Jun 2020
- 21st AmendmentDec 2019 to May 2020
- Magic MemoriesDec 2019 to Dec 2019
- Bello Welsh LLPJun 2018 to Aug 2019
- Merrimack CollegeMar 2018 to Jan 2020
- Un-employedSep 2017 to Mar 2018
- Perch 143Jan 2017 to Aug 2017
- Crow's LandingDec 2015 to Sep 2017
- Wild Willy's Burger'sNov 2015 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 7528282
- Firm CRD
- 104555