Carlos Andres Huertas
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 LLCJul 2026 to now
- Fidelity InvestmentsMar 2026 to now
- UnemployedDec 2025 to Mar 2026
- Northwestern Mutual Investment Services LLCJul 2025 to Dec 2025
- Northwestern Mutual Life Insurance CompanyAug 2024 to Dec 2025
- Ultra EventsNov 2023 to Aug 2024
- The Fresh MarketOct 2023 to Nov 2023
- Hasac CompanyJun 2022 to Oct 2023
- UnemployedFeb 2014 to Jun 2022
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7971507
- Firm CRD
- 104555