Eesa Hafeez
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 LLCSep 2025 to now
- Fidelity InvestmentsMay 2023 to now
- Trader JoesJun 2022 to May 2023
- Kohls Department Stores IncMay 2022 to Jul 2022
- Express Employment ProfessionalsSep 2021 to Oct 2021
- Kohls Department Stores Inc.Jul 2021 to Mar 2022
- LowesApr 2021 to May 2021
- University of Massachusetts AmherstAug 2020 to May 2023
- Civix Strategy GroupJun 2019 to Sep 2021
- Hannaford SupermarketsJul 2018 to Apr 2021
- Bedford High SchoolJul 2016 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NH, 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
- 7751373
- Firm CRD
- 104555