Derek R. Strombotne
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Derek R. Strombotne? 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJan 2024 to now
- The Prudential Insurance Company of AmericaSep 2022 to Dec 2023
- Pruco Securities LLCJul 2022 to Dec 2023
- Skyworks Solutions Inc.Mar 2020 to Jun 2022
- Csu FullertonJan 2018 to Feb 2020
- Professional Choice InsuranceJan 2018 to Dec 2019
- Saddleback Community CollegeAug 2013 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7598645
- Firm CRD
- 104555