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Miguel A. Salazar

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 LLCJun 2025 to now
  2. Fidelity InvestmentsOct 2024 to now
  3. Transition Support Services IncMar 2023 to Oct 2024
  4. University of Incarnate WordAug 2020 to Mar 2023
  5. AmazonMay 2020 to Aug 2020
  6. Awesomeness LLCJan 2020 to May 2020
  7. The Shop Retail StoreDec 2017 to Jan 2020
  8. Spurs Sports & EntertainmentFeb 2016 to Dec 2017

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (AZ, 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
7717723
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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