Quinn James Bozzano
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 InvestmentsMar 2025 to now
- Fidelity InvesmentsFeb 2023 to now
- UnemployedNov 2022 to Feb 2023
- Ameriprise Financial Services, LLCApr 2022 to Nov 2022
- New York New York CasinoJan 2022 to Apr 2022
- UnemployedAug 2020 to Jan 2022
- Ear Nose and Throat Consultants of NevadaAug 2019 to Mar 2020
- University of Nevada Las VegasAug 2016 to Aug 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NV).
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
- 7534498
- Firm CRD
- 104555