Dean Anthony Nardi
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
3 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2023 to now
- Divisions Maintenance GroupMay 2022 to Jun 2023
- Doordash, Inc.Feb 2022 to Feb 2022
- Bibibop Asian GrillSep 2020 to Nov 2021
- University of CincinnatiAug 2019 to Apr 2023
- Heinen's Grocery StoreNov 2017 to Jan 2022
- Notre Dame-cathedral Latin SchoolAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (KY, OH, 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
- 7766247
- Firm CRD
- 104555