Sophia Diforti
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Sophia Diforti? 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
11 years in the industry.
- Strategic Advisers LLCNov 2025 to now
- Fidelity InvestmentsMar 2025 to now
- Riverside School District 96Feb 2025 to Mar 2025
- UnemployedJun 2024 to Feb 2025
- University of Mississippi Physics DepartmentAug 2023 to May 2024
- Irish Times Pub & RestuarantMay 2022 to Jun 2024
- University of Mississippi Campus Recreation-aquaticsAug 2021 to May 2024
- La Grange Field ClubMay 2017 to Aug 2021
- StudentJan 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 8070814
- Firm CRD
- 104555