Luis Jesus Albarran isidoro
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCFeb 2026 to now
- Fidelity InvestmentsApr 2023 to now
- Pricewaterhousecoopers LLPJan 2022 to Mar 2023
- Aldi IncSep 2021 to Dec 2021
- Pricewaterhousecoopers LLPJun 2021 to Jul 2021
- Shipt CorporationJan 2021 to May 2021
- TargetAug 2020 to Apr 2021
- Pricewaterhousecoopers LLPJun 2020 to Jul 2020
- TargetMay 2019 to May 2020
- Cintas: the Uniform PeopleJul 2018 to May 2019
- University of Illinois ChicagoAug 2017 to May 2021
- Cec EntertainmentJan 2017 to Jun 2018
- Bartlett High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 7726829
- Firm CRD
- 104555