Carlos Arman Quinteros
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.
- Strategic Advisers LLCOct 2025 to now
- Fidelity InvestmentsJan 2025 to now
- Total Quality LogisticsNov 2024 to Jan 2025
- UnemployedAug 2024 to Nov 2024
- Mister Car WashAug 2023 to Aug 2024
- Velocity Bike ShopAug 2022 to Aug 2023
- Noremac GasMay 2021 to Aug 2021
- Texas Tech UniversityAug 2019 to Aug 2022
- Star Cinema GrillMay 2019 to Aug 2019
- Houston Community CollegeAug 2018 to May 2019
- Alamo DrafthouseMay 2018 to Aug 2018
- University of ArizonaAug 2017 to May 2018
- Typhoon TexasMay 2017 to Aug 2017
- Cinco Ranch HighschoolAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8036895
- Firm CRD
- 104555