Jeffrey Thomas Malaterre
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 InvestmentsJan 2024 to now
- Abn Financial GroupNov 2023 to Jan 2024
- Bankers Life and CasualtyApr 2023 to Nov 2023
- Parker Heating and AirAug 2022 to Apr 2023
- Solutions Plumbing and MechanicalJan 2022 to Aug 2022
- Coast Plumbing Heating and AirSep 2020 to Jan 2022
- Mike Diamond PlumbingOct 2019 to Sep 2020
- Fsg ElectricJul 2018 to Oct 2019
- 24 Hour FitnessJul 2017 to Jul 2018
- Eco Pro ElectricMay 2016 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7699883
- Firm CRD
- 104555