Anthony Pollare
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCJun 2026 to now
- Fidelity InvestmentsFeb 2026 to now
- UnemployedJan 2026 to Feb 2026
- Catch HealthOct 2025 to Jan 2026
- UnemployedAug 2025 to Oct 2025
- LhhMar 2025 to Aug 2025
- Vested Trust Insurance GroupFeb 2025 to Mar 2025
- Christopher Patrick State FarmJan 2025 to Feb 2025
- UnemployedSep 2024 to Jan 2025
- W&s BrokerageFeb 2024 to Oct 2024
- Western and SouthernFeb 2024 to Oct 2024
- UnemployedSep 2020 to Feb 2024
- Real Estate GroupMar 2020 to Sep 2020
- Winn-dixieJul 2019 to Mar 2020
- 5 Star PizzaAug 2018 to Jul 2019
- CollegeNov 2017 to Sep 2018
- Jhood InstallationMay 2017 to Nov 2017
- Vintage On 5thNov 2016 to May 2017
- StudentAug 2014 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7974412
- Firm CRD
- 104555