Annabella Cena
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsOct 2024 to now
- UnemployedAug 2023 to Oct 2024
- American Red CrossAug 2023 to Dec 2023
- J.P. Morgan Chase & Co.Jun 2023 to Aug 2023
- UnemployedAug 2022 to Jun 2023
- Excite All StarsAug 2022 to Dec 2022
- ScotiabankJun 2022 to Aug 2022
- UnemployedAug 2021 to Jun 2022
- Almonte Keyfood GroupJun 2021 to Aug 2021
- UnemployedJan 2021 to Jun 2021
- Almonte Keyfood GroupSep 2020 to Jan 2021
- UnemployedOct 2013 to Sep 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7769796
- Firm CRD
- 104555