Micaela H. Walsh
Investment adviser representative at Strategic Advisers LLC
14 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
14 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2024 to now
- UnemployedMay 2024 to Jul 2024
- The BucknellianJul 2023 to May 2024
- Essex Financial ServicesJun 2023 to Aug 2023
- Bucknell UniversityAug 2022 to May 2023
- Lapde So CareyJun 2022 to Aug 2022
- Bucknell UniversityAug 2021 to May 2022
- Quattro PazziJun 2021 to Aug 2021
- Bucknell UnivrsityAug 2020 to May 2024
- Bucknell UniversityAug 2020 to May 2021
- Fairfield Public SchoolsSep 2012 to Aug 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 7963438
- Firm CRD
- 104555