Junny Gisell Avila rodriguez
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Junny Gisell Avila rodriguez? Claim your profile
Contact this firm
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 2026 to now
- Fidelity InvestmentsJun 2024 to now
- UnemployedApr 2024 to Jun 2024
- H & R BlockNov 2023 to Apr 2024
- UnemployedJun 2023 to Nov 2023
- Investment Avirod LLC (mexican Restaurant)Sep 2020 to Jun 2023
- Honduran National Commission of Banks and InsuranceDec 2017 to Apr 2023
- UnemployedSep 2017 to Dec 2017
- Price Waterhouse CooperJan 2017 to Sep 2017
- Central American Technological University (unitec)Jan 2014 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7948239
- Firm CRD
- 104555