Chelsea Lopes
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.
- Strategic Advisers LLCJul 2025 to now
- Fidelity InvestmentsJan 2025 to now
- UnemployedAug 2024 to Jan 2025
- Caitlin John, LLCJul 2023 to Aug 2024
- Kingsbury Financial AdvisorsFeb 2023 to Aug 2024
- Vs MedspaOct 2021 to Nov 2022
- Pizza VillaMay 2021 to Sep 2021
- Pike EngineeringOct 2020 to Apr 2021
- Pipeline ConsultingJun 2018 to Jul 2020
- Saint Leo UniversityAug 2017 to Jun 2019
- Kohl'sOct 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2025
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
- 7760199
- Firm CRD
- 104555