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Sterling Robert Leja

Investment adviser representative at Strategic Advisers LLC
12 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

12 years in the industry.

  1. Strategic Advisers LLCJun 2025 to now
  2. Fidelity InvestmentsMay 2024 to now
  3. UnemployedDec 2023 to Apr 2024
  4. Northwestern MutualAug 2023 to Dec 2023
  5. Jt's Seafood ShackApr 2023 to Aug 2023
  6. PwrAug 2022 to Apr 2023
  7. UnemployedAug 2021 to Sep 2022
  8. Burger BrosOct 2020 to Aug 2021
  9. Johnny D's Beach Bar and GrillSep 2019 to Oct 2020
  10. DefunctApr 2018 to Sep 2019
  11. UnemployedJan 2014 to Apr 2018

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 2 states (FL, 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
7740307
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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