Skyler Freitas
Investment adviser representative at Strategic Advisers LLC
8 yearsExperience
3 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
8 years in the industry.
- Strategic Advisers LLCApr 2025 to now
- Fidelity InvestmentsAug 2023 to now
- Oak Hill Country ClubMay 2023 to Jul 2023
- Blackline Inc.Jun 2022 to Aug 2022
- Wachusett MountainDec 2020 to Jan 2023
- Umass AmherstSep 2019 to Jun 2023
- Kimball FarmMay 2018 to Jun 2022
- Keene IceAug 2017 to Jul 2023
- Gardner High SchoolSep 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, 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
- 7800628
- Firm CRD
- 104555