Mitchel Fortin
Investment adviser representative at Strategic Advisers LLC
14 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
14 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsOct 2023 to now
- UnemployedJun 2023 to Sep 2023
- EnerveeApr 2022 to May 2023
- Green Goddess CollectiveJan 2021 to Mar 2022
- Silicon Valley BankMar 2020 to Dec 2020
- Gentle GiantFeb 2020 to Feb 2020
- Modern Bride and Formal ShopSep 2019 to Jan 2020
- Aztec Financial ServicesJan 2019 to Aug 2019
- UnemployedOct 2018 to Dec 2018
- VodafoneSep 2017 to Sep 2018
- Sacred Heart UniversityAug 2017 to Aug 2019
- Sacred Heart UniversityAug 2013 to May 2017
- Candia Woods Golf LinksJun 2012 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7789350
- Firm CRD
- 104555