Vanessa Yakimchuk
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMay 2022 to now
- River and FortJan 2022 to May 2023
- Reliant Roofing CompanyJul 2021 to Feb 2022
- Mavi Waterfront Bar and GrillAug 2020 to Jun 2021
- Salt Life Food ShackJun 2020 to Aug 2020
- Tropical Smoothie CafeApr 2020 to Jun 2020
- N/aFeb 2020 to Apr 2020
- Hotel DuvalSep 2019 to Jan 2020
- Florida State UniversityAug 2018 to May 2020
- Grub Burger BarOct 2017 to Feb 2020
- Adventure LandingJun 2017 to Aug 2017
- Muscle Maker GrillFeb 2017 to May 2017
- Adventure LandingDec 2016 to Dec 2016
- Tallahassee Community CollegeAug 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- 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
- 7750109
- Firm CRD
- 104555