Horia Padurean
Investment adviser representative at Strategic Advisers LLC
14 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
14 years in the industry.
- Strategic Advisers LLCJun 2025 to now
- Fidelity InvestmentsApr 2024 to now
- Deckers BandOct 2023 to Apr 2024
- UnemployedMay 2023 to Oct 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2022 to May 2023
- UnemployedAug 2022 to Oct 2022
- Holt & McardleMay 2022 to Sep 2022
- Green Grass IncJun 2020 to Feb 2021
- University of Rhode IslandAug 2018 to Aug 2022
- Watch Station Int.Dec 2017 to Aug 2018
- Woonsocket High SchoolAug 2012 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
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
- 7655993
- Firm CRD
- 104555