Xavier E. Diaz
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2026 to now
- Fidelity InvestmentsJun 2024 to now
- DcuJan 2024 to Jun 2024
- CharterJan 2024 to Jan 2024
- F and P Realty TrustJan 2024 to Jan 2024
- New England DistributionJan 2023 to Jan 2024
- CssJan 2020 to Jan 2023
- Allied UniversalJan 2019 to Jan 2020
- Old Trafford IncOct 2018 to Apr 2021
- QccJan 2017 to Jan 2019
- Davis CompanyJan 2016 to Jan 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 3 states (MA, RI, 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
- 7949786
- Firm CRD
- 104555