Esrom Woldeghebriel
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.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2023 to now
- InstacartJan 2023 to Jul 2023
- UpsNov 2022 to Dec 2022
- Victory Marine LLCJul 2022 to Oct 2022
- Amazon.com IncApr 2022 to Jul 2023
- Doordash IncJul 2021 to Jul 2023
- University of Washington BothellJan 2021 to Aug 2022
- PostmatesAug 2018 to Dec 2020
- Uber TechnologiesJun 2018 to Jul 2023
- Securitas Security Service USA, IncJun 2017 to Jan 2021
- Edmonds Community CollegeJan 2017 to Dec 2020
- G4s Secure Solutions IncApr 2016 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 7786839
- Firm CRD
- 104555