Casey Bello
Investment adviser representative at Strategic Advisers LLC
8 yearsExperience
1 stateRegistered 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.
- Strategic Advisers LLCDec 2025 to now
- Fidelity InvestmentsJul 2024 to now
- Saint Charles Park DistrictMay 2024 to Jul 2024
- StudentSep 2022 to Apr 2024
- Saint Charles Park DistrictJun 2022 to Sep 2022
- El Camino AcademyJan 2022 to Jun 2022
- UnemployedSep 2021 to Dec 2021
- DisneyJul 2021 to Aug 2021
- Ecoshield Pest ControlApr 2021 to Jul 2021
- ReiOct 2020 to Apr 2021
- Saint Charles Park DistrictJun 2020 to Sep 2020
- StudentSep 2019 to May 2020
- Saint Charles Park DistrictMay 2019 to Aug 2019
- Working To GiveSep 2018 to Apr 2019
- Saint Charles Park DistrictMay 2018 to Aug 2018
- StudentSep 2017 to Apr 2018
- Saint Charles Park DistrictMay 2017 to Aug 2017
- StudentAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 7963458
- Firm CRD
- 104555