Mileyshka Mary Colon-cotto
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2024 to now
- Republic FinanceNov 2023 to Jun 2024
- Mk Empire RealtyMay 2023 to Oct 2023
- Stars & SpiritMar 2023 to Apr 2023
- The Garden DallasSep 2022 to Mar 2023
- University of TexasApr 2021 to Sep 2022
- YmcaMay 2020 to Jul 2020
- HootersJan 2020 to Apr 2021
- AlbertsonJun 2019 to Dec 2019
- In & OutJan 2019 to May 2019
- Chick Fil AJan 2018 to Dec 2018
- Kennedale High SchoolJul 2014 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7965902
- Firm CRD
- 104555