Erick Gerardo Pulido ravello
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 InvestmentsJul 2022 to now
- Nazca Grill - Samak Holdings LLC dbaAug 2021 to Aug 2021
- LyftJun 2021 to Jun 2022
- Caslte & CookeFeb 2021 to Jun 2021
- UnemployedOct 2020 to Feb 2021
- Premier Credit ConsultingJul 2020 to Oct 2020
- UnemployedDec 2019 to Jun 2020
- Frontier Co_opAug 2019 to Dec 2019
- UnemployedAug 2018 to Aug 2019
- DoterraJan 2018 to Aug 2018
- UnemployedAug 2017 to Jan 2018
- Hbp Shared ServicesJul 2017 to Aug 2017
- UnemployedMar 2017 to Jul 2017
- Pic GroupJan 2017 to Mar 2017
- UnemployedAug 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7598127
- Firm CRD
- 104555