Eliana Panos Katsingris
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 InvestmentsOct 2022 to now
- UnemployedMay 2022 to Sep 2022
- Rye Electric Inc.Oct 2021 to Apr 2022
- Rye Electric Inc.Jun 2021 to Sep 2021
- Rye Electric Inc.Dec 2020 to May 2021
- UclaAug 2020 to Dec 2020
- Cinnabar ProduceJun 2020 to Jul 2020
- UclaSep 2018 to May 2020
- Cinnabar ProduceJul 2018 to Aug 2018
- UclaOct 2017 to Jun 2018
- Ruby's DinerMay 2017 to Oct 2017
- Full-time EducationJan 2017 to Apr 2017
- JusticeMar 2016 to Dec 2016
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 (FL, 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
- 7659899
- Firm CRD
- 104555