Quentin Raen Santo
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
1 stateRegistered 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 LLCMar 2025 to now
- Fidelity InvestmentsApr 2023 to now
- Tarrant County CollegeAug 2021 to now
- Home DepotJan 2022 to Feb 2022
- FedexOct 2021 to Feb 2023
- Builders SurplusJul 2021 to Oct 2021
- Lost CajunAug 2020 to Nov 2020
- Uptown CheapskateSep 2019 to Oct 2021
- Dunkin DonutsMay 2019 to Sep 2019
- Central High SchoolAug 2017 to May 2021
- UnemployedJan 2013 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
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
- 7732038
- Firm CRD
- 104555