Vickey Ippolito
Investment adviser representative at Strategic Advisers LLC
18 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
18 years in the industry.
- Strategic Advisers LLCApr 2025 to now
- Fidelity InvestmentsFeb 2023 to now
- Gopay LLCJul 2022 to Feb 2023
- Scoreboard Bar and GrillAug 2019 to Feb 2023
- Buffalo Creek BrewingFeb 2019 to Sep 2019
- Matts TavernMay 2017 to Feb 2023
- Beelows SteakhouseMay 2017 to May 2017
- MktgJan 2014 to Mar 2020
- Brickhouse Bar and GrillApr 2012 to Dec 2016
- Benton Street TapFeb 2012 to Jul 2017
- International Capital GroupJan 2008 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 (IL, 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
- 7705792
- Firm CRD
- 104555