Matheus Do egito pereira dos sant
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 InvestmentsJun 2022 to now
- Tesla, Inc.Sep 2020 to Jun 2022
- Utah Valley UniversityJan 2020 to Dec 2021
- The Church of Jesus Christ of Latter-day SaintsApr 2018 to Sep 2020
- Lds Business CollegeJan 2018 to Dec 2019
- UspeakApr 2017 to Dec 2017
- The Church of Jesus Christ of Latter-day SaintsMar 2015 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (MO, 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
- 7587274
- Firm CRD
- 104555