Edgar Perez
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 LLCSep 2026 to now
- Fidelity InvestmentsMay 2026 to now
- HomesafeOct 2025 to Apr 2026
- UnemployedJun 2025 to Oct 2025
- Thrivent Financial for Lutherans.Apr 2025 to Jun 2025
- UnemployedJun 2024 to Apr 2025
- Insight EnterprisesApr 2023 to Jun 2024
- UnemployedDec 2022 to Apr 2023
- University of ArizonaAug 2018 to Dec 2022
- TargetJun 2017 to Aug 2021
- Bartlett High SchoolAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 7997379
- Firm CRD
- 104555