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Lucia Villamagna

Investment adviser representative at Strategic Advisers LLC
13 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

13 years in the industry.

  1. Strategic Advisers LLCMay 2026 to now
  2. Fidelity InvestmentsJul 2024 to now
  3. AnthropologieMay 2023 to Jan 2024
  4. LarosasDec 2022 to Jun 2024
  5. Education At WorkAug 2022 to Dec 2022
  6. Fidelity InvestmentsMay 2022 to Aug 2022
  7. StarbucksJan 2021 to May 2022
  8. LarosasAug 2018 to Jan 2021
  9. UnemployedJan 2013 to Aug 2018

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 (KY, OH, 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
7963255
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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