Arina N Santangelo
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
- Mutual of OmahaApr 2022 to Jul 2022
- Made U Look PromotionsJul 2019 to Jan 2022
- Barcelona Wine BarMar 2018 to Mar 2022
- The Simsbury InnSep 2017 to Jul 2018
- Bottle Stop Wine and Spirit SuperstoreJun 2017 to Aug 2017
- Olive Garden Italian RestaurantOct 2016 to Jun 2018
- Gansett WrapsJan 2016 to Mar 2017
- University of Connecticut - StorrsJan 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7606774
- Firm CRD
- 104555