Juan Alberto Reynoso
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 InvestmentsJul 2022 to now
- UberMay 2022 to Jul 2022
- StaplesNov 2020 to Jul 2022
- AmazonJun 2020 to Aug 2020
- Pine Manor CollegeJan 2020 to Dec 2021
- Abm IndustriesJun 2018 to Jan 2020
- Community College of Rhode IslandJan 2018 to Jun 2018
- Frontier AirlinesSep 2017 to Jan 2018
- ChipotleJul 2017 to Nov 2017
- Classical High SchoolDec 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (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
- 7606605
- Firm CRD
- 104555