Thanya Mendoza
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsSep 2022 to now
- Solera National BankNov 2021 to Aug 2022
- American Sleep DentistryMay 2021 to Nov 2021
- Utah Behavior ServicesFeb 2021 to May 2021
- Discovery Ranch for GirlsMay 2019 to Feb 2020
- Cedar Ridge Family MedicineOct 2018 to Feb 2021
- Bridge RealtyJun 2017 to Oct 2018
- SutherlandsApr 2016 to Jun 2017
- Carbon High SchoolAug 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7963545
- Firm CRD
- 104555