Brenda Ledesma
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCJul 2026 to now
- Fidelity InvestmentsMar 2026 to now
- WeaveFeb 2026 to Mar 2026
- UnemployedDec 2025 to Feb 2026
- AsknicelyApr 2025 to Dec 2025
- UnemployedFeb 2025 to Apr 2025
- TaxdomeNov 2024 to Feb 2025
- UberJul 2024 to Nov 2024
- RoverDec 2022 to Dec 2025
- SuralinkJul 2021 to Nov 2024
- EquilarMar 2021 to Jul 2021
- AcurisOct 2017 to Mar 2021
- UnemployedAug 2017 to Oct 2017
- AlderMay 2017 to Aug 2017
- Professional Education InstituteOct 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 8069165
- Firm CRD
- 104555