Lauren Serafimovski
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 LLCDec 2025 to now
- Fidelity InvestmentsOct 2025 to now
- Foguth Wealth Management, LLC.Jul 2024 to Sep 2025
- Barnes and NobleNov 2023 to Jun 2024
- Nuveen Wealth AdvisoryJun 2023 to Aug 2023
- Maizie'sJan 2023 to May 2023
- Red RobinMay 2022 to Aug 2022
- Barnes and NobleOct 2020 to Dec 2021
- University of MichiganAug 2020 to Apr 2024
- Hartland High SchoolJul 2016 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7987913
- Firm CRD
- 104555