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Maria Victoria Solis

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.

  1. Strategic Advisers LLCMar 2025 to now
  2. Fidelity InvestmentsFeb 2023 to now
  3. Door DashFeb 2023 to Feb 2023
  4. Denver Public SchoolsAug 2022 to Nov 2022
  5. One City ChurchAug 2021 to Feb 2023
  6. Meow WolfJan 2021 to Apr 2021
  7. Viral Fitness GroupMay 2020 to Jul 2021
  8. Avid 4 AdventureMay 2019 to Jul 2019
  9. Dillard'sDec 2018 to Feb 2020
  10. Msu DenverAug 2018 to Nov 2018
  11. Home DepotOct 2017 to Aug 2018
  12. Mountain View AcademyAug 2017 to Oct 2017
  13. Mp ContractingMar 2017 to Jul 2017
  14. Metropolitan State UniversityDec 2016 to Dec 2021
  15. H&mMay 2016 to Feb 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 (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
7698632
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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