Valerie Sitarz
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 InvestmentsApr 2024 to now
- Charles Schwab & Co., Inc.May 2022 to Mar 2024
- Charles Schwab Bank, SsbMay 2022 to Mar 2024
- ProunlimitedFeb 2022 to May 2022
- Club Z TutoringOct 2021 to May 2022
- Worldwise TutoringOct 2021 to Apr 2022
- By Your Side Autism Therapy ServicesJul 2020 to Oct 2021
- UnemployedJan 2020 to Jun 2020
- Uiuc Department of ChemistryAug 2018 to Dec 2019
- Uiuc Department of AthleticsAug 2017 to Aug 2018
- Full Time EducationAug 2015 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 7538245
- Firm CRD
- 104555