Carlos Varela
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 LLCAug 2026 to now
- Fidelity InvestmentsApr 2025 to now
- Four FacetsJan 2025 to Jan 2025
- University of KentuckyAug 2023 to Jun 2024
- Amazon.com Services LLCJul 2022 to Apr 2025
- Uber EatsJun 2022 to Dec 2022
- University of KentuckyAug 2019 to May 2022
- UnemployedMar 2018 to Jul 2019
- KrogerOct 2017 to Feb 2018
- UnemployedApr 2015 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (KY, 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
- 8078204
- Firm CRD
- 104555