Elvis Abreu
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 InvestmentsJun 2025 to now
- UnemployedMay 2025 to Jun 2025
- Office of Healthy AgingSep 2024 to Dec 2024
- Rhode Island CollegeJan 2024 to May 2025
- Best BuyOct 2023 to Jan 2024
- Whole FoodsApr 2022 to Oct 2023
- Classical High School/ Rhode Island CollegeMar 2020 to Apr 2022
- Marquee CafeMay 2019 to Mar 2020
- Westbroadway Middle School/classical High SchoolJan 2015 to May 2019
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 (FL, 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
- 8115528
- Firm CRD
- 104555