Frank Margiotta
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2023 to now
- Ross Dress for LessSep 2022 to Dec 2022
- Immaculata UniversityAug 2022 to May 2023
- Rivertown TaphouseMay 2021 to Aug 2021
- DoordashAug 2020 to Jul 2023
- Immaculata UniversityAug 2020 to May 2022
- Overdrive FitnessJan 2020 to Aug 2020
- Rockland Community CollegeAug 2018 to May 2020
- Albertus Magnus High SchoolSep 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7790551
- Firm CRD
- 104555