Fernando Miguel Ruiz puig
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
1 stateRegistered 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 LLCMar 2026 to now
- Fidelity InvestmentsJan 2025 to now
- The House Fort WorthJul 2021 to Apr 2022
- Grow Plant ShopOct 2019 to Jan 2025
- Dwell Coffee and BiscuitsMar 2019 to Oct 2019
- Chick-fil-aOct 2018 to Mar 2019
- University of Texas At ArlingtonAug 2017 to Oct 2018
- Northwest High SchoolAug 2013 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 8036606
- Firm CRD
- 104555