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Ayah Attal

Investment adviser representative at Strategic Advisers LLC
10 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

10 years in the industry.

  1. Strategic Advisers LLCMar 2025 to now
  2. Fidelity InvestmentsJun 2023 to now
  3. Wyatt AcademyJul 2021 to Jun 2023
  4. Rocky Mountain Prep BerkeleyJul 2019 to Jul 2021
  5. Rocky Mountain Prep CreeksideMay 2018 to Jul 2019
  6. Smart Toddler PreschoolJan 2018 to Apr 2018
  7. Super Stars Academic ServicesOct 2017 to Jan 2018
  8. Child Care Staffing Inc. Bumble Bees R UsJun 2017 to Oct 2017
  9. UnemployedOct 2016 to Jun 2017

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 2 states (RI, 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
7777484
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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