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Justin Riley Buenaventura

Investment adviser representative at Strategic Advisers LLC
9 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

9 years in the industry.

  1. Strategic Advisers LLCMay 2025 to now
  2. Fidelity InvestmentsMay 2023 to now
  3. UnemployedMar 2023 to May 2023
  4. Self EmployedOct 2022 to Mar 2023
  5. Holthouse, Carlin, & Van Tright LLPMay 2020 to Oct 2022
  6. Holthouse, Carlin, & Van Tright LLPMay 2019 to Aug 2019
  7. Grace Simi ChurchMay 2018 to Jun 2019
  8. In-n-outNov 2017 to May 2019
  9. The Master's UniversityAug 2017 to May 2020
  10. Rancho Simi Recreation and Park DistrictMay 2017 to Aug 2017
  11. The Grace AcademyAug 2015 to May 2017
  12. Waba GrillOct 2014 to May 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 66 · Uniform Combined State Law2025

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
7751405
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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