Victoria Ann Dupre
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsAug 2023 to now
- Casa ReinaJun 2023 to Aug 2023
- UnemployedDec 2022 to Jun 2023
- French American Chamber of Commerce of the CarolinasMay 2022 to Sep 2022
- Practical Management SolutionsMar 2020 to Jan 2021
- Clemson UniversityAug 2019 to May 2023
- Irelands OwnJun 2019 to Dec 2022
- UnemployedJan 2019 to Jun 2019
- Mex 1 Coastal CantinaDec 2016 to Jan 2019
- James Island Charter High SchoolAug 2015 to Jun 2019
- UnemployedJan 2013 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (SC, 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
- 7801291
- Firm CRD
- 104555