Nitin Satyapal Beri
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Nitin Satyapal Beri? Claim your profile
Contact this firm
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 InvestmentsApr 2023 to now
- Stir Cooking School LLCMay 2022 to Apr 2023
- Grassroots Utah Strategies Inc.Oct 2021 to Nov 2021
- Intercambio Uniting CommunitiesJul 2021 to Jun 2022
- Colorado Podiatry ConsultantsFeb 2021 to Jul 2021
- UnemployedNov 2020 to Feb 2021
- Grassroots Utah Strategies Inc. / Pbs of America LLCOct 2020 to Nov 2020
- UnemployedOct 2019 to Oct 2020
- DoordashSep 2019 to Oct 2019
- Sushi ZanmaiJul 2019 to Sep 2019
- Regents of the University of ColoradoSep 2016 to Oct 2019
- Beri Associates USA Inc.Jan 2016 to Feb 2021
- University of Colorado BoulderAug 2015 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7733974
- Firm CRD
- 104555