Brayan Uriostegui tadeo
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCJul 2025 to now
- Fidelity InvestmentsMay 2025 to now
- Wells Fargo Bank, NAOct 2024 to Apr 2025
- Wells Fargo Clearing Services, LLCOct 2024 to Apr 2025
- UnemployedDec 2023 to Oct 2024
- Bank of America N.A.Jul 2022 to Dec 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2022 to Dec 2023
- UnemployedMay 2022 to Jul 2022
- Project DestinedDec 2021 to Apr 2022
- UnemployedAug 2021 to Dec 2021
- Aces Institute At the University of HoustonOct 2020 to Aug 2021
- Times Lab At the University of HoustonOct 2020 to Jun 2021
- UnemployedJun 2020 to Oct 2020
- IkidsMar 2020 to Jun 2020
- Banana RepublicJun 2019 to Sep 2019
- IeducateAug 2018 to Mar 2020
- UnemployedJun 2018 to Aug 2018
- Cypress Ridge High SchoolAug 2013 to Jun 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
- 7593702
- Firm CRD
- 104555