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Taryn Kanani Maafala-maiava

Investment adviser representative at Strategic Advisers LLC
10 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

10 years in the industry.

  1. Strategic Advisers LLCSep 2026 to now
  2. Fidelity InvestmentsJan 2025 to now
  3. Door DashDec 2024 to Jan 2025
  4. UnemployedSep 2024 to Jan 2025
  5. Somerset Academy of Las Vegas-lone Mountain CampusJul 2023 to Sep 2024
  6. Somerset Academy of Las Vegas-losee CampusJul 2022 to Jul 2023
  7. Vertex Education- Legacy Traditional SchoolsJul 2020 to Jul 2022
  8. UnemployedMay 2018 to Jul 2020
  9. Hawai'i State Department of EducationJul 2016 to May 2018

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
8036610
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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