Maria Rizzo
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2023 to now
- UnemployedSep 2022 to Jun 2023
- Reliable Transportation SolutionsOct 2021 to Sep 2022
- Brightview HealthMar 2021 to Oct 2021
- Owos - Arthur's CafeFeb 2021 to Mar 2021
- UnemployedSep 2020 to Feb 2021
- US Census BureauAug 2020 to Aug 2020
- UnemployedJun 2019 to Aug 2020
- Nick & Tom's Italian ResturantMay 2019 to Jun 2019
- UnemployedJan 2019 to May 2019
- Christine's Casual DiningMay 2018 to Jan 2019
- Victoria's SecretNov 2017 to May 2018
- Uprooted ConsultingMay 2016 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
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
- 7768366
- Firm CRD
- 104555