Tristen Nevadomski
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4TFirm assets
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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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2020 to now
- Rocket MortgageOct 2020 to Dec 2022
- UnemployedMay 2020 to Oct 2020
- La FitnessAug 2019 to May 2020
- ChipotleAug 2018 to May 2019
- Adrian CollegeAug 2015 to May 2019
- Partners Contracting GroupMay 2015 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7710104
- Firm CRD
- 104555