Lev Asnis
Investment adviser representative at Strategic Advisers LLC
24 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
24 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2024 to now
- Think TogetherJul 2023 to Jun 2024
- UnemployedSep 2022 to Jul 2023
- The Home DepotNov 2020 to Sep 2022
- UnemployedMar 2019 to Nov 2020
- Una Mas Mexican GrillJul 2018 to Mar 2019
- UnemployedJun 2002 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7963351
- Firm CRD
- 104555