Sabrina Spiteri
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsAug 2024 to now
- UnemployedMay 2024 to Aug 2024
- Fidelity InvestmentsJun 2023 to Aug 2023
- Crooked PintJun 2022 to Aug 2022
- University of Wisconsin MadisonSep 2021 to May 2024
- UnemployedAug 2021 to Sep 2021
- ScheelsNov 2020 to Aug 2021
- TargetNov 2020 to Nov 2020
- Original Pancake HouseSep 2020 to Nov 2020
- Normandale Community CollegeAug 2020 to May 2021
- UnemployedMay 2020 to Aug 2020
- Crooked PintJun 2019 to Mar 2020
- Chanhassen High SchoolAug 2018 to May 2020
- UnemployedMay 2018 to Aug 2018
- Timberland High SchoolAug 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7976910
- Firm CRD
- 104555