Stefan Maric
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Stefan Maric? Claim your profile
Contact this firm
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 LLCAug 2025 to now
- Fidelity InvestmentsDec 2024 to now
- UnemployedOct 2024 to Dec 2024
- Kalypso's Sports TavernApr 2024 to Oct 2024
- UberMar 2024 to Apr 2024
- UnemployedAug 2023 to Mar 2024
- DoordashJun 2023 to Aug 2023
- UnemployedAug 2022 to Jun 2023
- The Latino Student FundMay 2022 to Aug 2022
- UnemployedAug 2021 to May 2022
- The Union Bar and GrillMay 2021 to Aug 2021
- UnemployedAug 2020 to May 2021
- InstacartJun 2020 to Aug 2020
- DoordashMay 2020 to Jun 2020
- UnemployedAug 2017 to May 2020
- Madfox BreweryJun 2017 to Aug 2017
- UnemployedJan 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 8036614
- Firm CRD
- 104555