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Arturo Preciado

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.

  1. Strategic Advisers, LLCJun 2026 to now
  2. Fidelity Brokerage Services LLCJun 2026 to now
  3. Fidelity InvestmentsApr 2022 to now
  4. Ups StoreSep 2021 to May 2022
  5. US BankNov 2020 to Sep 2021
  6. UnemployedMar 2020 to Nov 2020
  7. Safe SplashSep 2019 to Mar 2020
  8. University of Colorado Denver Career CenterSep 2018 to Sep 2019
  9. Buffalo Wild WingsAug 2018 to Sep 2019
  10. Mission DeliJun 2017 to Aug 2018
  11. Best Bet BeeflotMay 2016 to Jun 2017

Exams passed

  • Series 66 · Uniform Combined State Law2026

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
7752707
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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