Linda Ly
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 InvestmentsJan 2025 to now
- Edward JonesSep 2023 to Dec 2024
- Amci GlobalOct 2020 to Aug 2023
- Self EmployedJan 2020 to Sep 2020
- FreelanceSep 2019 to Jan 2020
- Performance ChevroletMay 2017 to Jul 2017
- Google/mosaicJan 2017 to Dec 2019
- Google/premium Retail ServicesJan 2017 to Dec 2019
- American Medical ResponseAug 2016 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (OR, 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
- 7800495
- Firm CRD
- 104555