Ian Oscar Hulnick
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCJun 2025 to now
- Fidelity InvestmentsSep 2024 to now
- Homecare Solutions of South FloridaJun 2024 to Jul 2024
- Homecare Solutions of South FloridaJun 2023 to Aug 2023
- University of Central FloridaJan 2023 to Aug 2024
- Valencia CollegeAug 2022 to Jan 2023
- Model Management GroupJun 2022 to Aug 2022
- Pine Tree CampsJun 2021 to Jul 2021
- Divorce and Mediation CenterMay 2021 to Aug 2021
- Florida State UniversityMay 2020 to Aug 2022
- Michael Bloomberg 2020 Presidential CampaignDec 2019 to Mar 2020
- StarbucksJun 2019 to Apr 2020
- Palm Beach County Clerk & Comptroller/state Attorney's OfficeJun 2018 to Aug 2018
- American Heritage SchoolAug 2011 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7988479
- Firm CRD
- 104555