Maria Hurtado florez
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
1 stateRegistered 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 InvestmentsJun 2023 to now
- LabcorpFeb 2023 to May 2023
- State FarmAug 2022 to Jan 2023
- Fidelity InvestmentsJun 2022 to Aug 2022
- The Woodlands Behavioral Health and Wellness CenterMay 2021 to May 2022
- University of HoustonAug 2019 to May 2023
- Bamsa GlobalMay 2019 to Feb 2021
- College Nannies and TutorsMar 2018 to May 2019
- Lone Star Community CollegeJan 2018 to Jun 2019
- Houston Community CollegeAug 2016 to Dec 2017
- Aqua Tots Swim SchoolApr 2014 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7766248
- Firm CRD
- 104555