Julia Gurzenda
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
4 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Julia Gurzenda? Claim your profile
Contact this firm
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 InvestmentsJul 2022 to now
- The Shanty On the ShoreJun 2020 to Jun 2022
- Rhode Island Bar Billiard and BistroJun 2019 to Aug 2019
- University of VermontAug 2018 to May 2022
- Dunkin DonutsJun 2018 to Aug 2018
- Faith Hill FarmJun 2017 to Aug 2017
- Moses Brown High SchoolSep 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 4 states (CT, MA, RI, 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
- 7598042
- Firm CRD
- 104555