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Sneha satyanarayana Varanasi

Investment adviser representative at Strategic Advisers LLC
8 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

8 years in the industry.

  1. Strategic Advisers LLCMay 2025 to now
  2. Fidelity InvestmentsJun 2024 to now
  3. UnemployedMar 2024 to Jun 2024
  4. Frost & SullivanNov 2022 to Mar 2024
  5. Chugh, LLP - Attorneys & CpasAug 2022 to Jan 2023
  6. UnemployedSep 2021 to Aug 2022
  7. Icici Prudential Asset Management CompanyMay 2018 to Sep 2021
  8. UnemployedJun 2017 to May 2018
  9. Phillipcapital (india) PVT. Ltd.May 2017 to Jun 2017
  10. UnemployedMay 2016 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (GA, 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
7949820
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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