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Gabrielle E. Marek

Investment adviser representative at Strategic Advisers LLC
9 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

9 years in the industry.

  1. Strategic Advisers LLCJun 2025 to now
  2. Fidelity InvestmentsAug 2024 to now
  3. VuoriJul 2024 to Aug 2024
  4. Myself (insurance)Jun 2023 to Jul 2024
  5. Mclennan Community CollegeMar 2023 to Dec 2023
  6. Myself (training)May 2021 to Jan 2024
  7. Arthur MurrayMar 2021 to May 2023
  8. Club PilatesJun 2020 to May 2021
  9. Planet FitnessDec 2019 to Jun 2020
  10. -unemployedJun 2019 to Dec 2019
  11. Eichelbaum WardellJan 2016 to Jun 2019
  12. University of Texas At AustinAug 2015 to May 2019

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (AZ, 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
7788225
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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