Margaux Ocampo
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 LLCAug 2026 to now
- Fidelity InvestmentsSep 2024 to now
- UnemployedAug 2024 to Sep 2024
- Innobiosurg of America, IncMar 2024 to Aug 2024
- SortemJun 2023 to Sep 2023
- Scoot EducationNov 2022 to Apr 2024
- One Health InstituteJan 2022 to Jan 2024
- University of California, DavisJan 2022 to Sep 2022
- MargauxAug 2020 to Jun 2023
- Lick Wilmerding High SchoolFeb 2020 to May 2020
- City College of San FranciscoAug 2019 to Jun 2020
- Stanford UniversityJul 2018 to Feb 2020
- Kay JewelersJan 2018 to Dec 2020
- UnemployedJul 2014 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7987628
- Firm CRD
- 104555