Brian Carbajal
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCJan 2026 to now
- Fidelity InvestmentsApr 2024 to now
- Point To Point Wealth PlanningApr 2023 to Sep 2023
- Wilmington Savings Fund SocietyJan 2023 to Mar 2023
- State FarmApr 2022 to Jan 2023
- University of DelawareAug 2021 to Mar 2025
- Starbucks Barnes and NobleAug 2021 to Mar 2022
- Brew HahaJul 2021 to May 2025
- Pet Supplies PlusJun 2019 to Jul 2021
- Archmere AcademyJan 2017 to May 2021
- Edgecraft CorporationMar 2015 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (DE, 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
- 7737565
- Firm CRD
- 104555