Michaela S Toboso
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsDec 2023 to now
- J.P. Morgan Securities, LLCApr 2022 to Dec 2023
- Spark DriverSep 2021 to Dec 2023
- JPMorgan Chase Bank, N.A.Nov 2020 to Dec 2023
- American Eagle Outfitters IncNov 2020 to Apr 2021
- UnemployedAug 2020 to Oct 2020
- Newbern ExcelJul 2020 to Jul 2020
- Western Illinois University BookstoreFeb 2019 to Apr 2020
- Center for Business SccDec 2016 to Jun 2018
- Fareway Grocery StoresMay 2015 to Jun 2020
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
- 7534813
- Firm CRD
- 104555