Olivia Lopez
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 InvestmentsMay 2022 to now
- BridgecrestSep 2021 to May 2022
- Standard ServiceMay 2021 to Dec 2021
- The Ginger ManApr 2021 to May 2021
- Herreras CafeFeb 2021 to Feb 2021
- The SkelligSep 2020 to Jan 2021
- SaltgrassJul 2020 to Jul 2020
- Gm FinancialDec 2019 to Jul 2020
- The Social HouseSep 2019 to Dec 2019
- HootersSep 2018 to Sep 2019
- The Cheesecake FactoryJul 2018 to Sep 2018
- El ArroyoMay 2018 to May 2018
- Texas RoadhouseDec 2015 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7563733
- Firm CRD
- 104555