Makenna Prete
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2023 to now
- Doordash Inc.Jan 2023 to Jun 2023
- The Athletes DepartmentJan 2022 to Jun 2023
- Trinitypoint WealthAug 2021 to May 2023
- Old NavySep 2019 to Jun 2023
- Fairfield UniversitySep 2019 to May 2023
- Core Training AcademyMar 2019 to Aug 2019
- Urban Air Adventure Parks (adventure Quest Inc)Jun 2018 to Aug 2019
- Milford Little LeagueApr 2016 to Jun 2023
- Joseph A. Foran High SchoolAug 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 7766271
- Firm CRD
- 104555