Scott Tolochko
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsNov 2024 to now
- UnemployedAug 2024 to Nov 2024
- Money At Work LLCMay 2023 to Aug 2024
- Valet NjDec 2022 to May 2023
- Campania Wealth ManagementMay 2022 to Aug 2022
- Fairleigh Dickinson UniversityAug 2021 to Dec 2022
- Pasquales PizzeriaAug 2019 to Aug 2021
- Boonton RecreationJun 2019 to Aug 2019
- Boonton High SchoolAug 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 7583974
- Firm CRD
- 104555