Luca Gandolfi
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCNov 2025 to now
- Fidelity InvestmentsJun 2025 to now
- Provident Savings BankApr 2024 to Jun 2025
- Famous Pudn ( Now Closed )Feb 2023 to Aug 2023
- Hotel Del Sol ( Now Studio Six )Jan 2023 to Apr 2024
- University of the PeopleJul 2021 to Oct 2024
- Cactus Nutrition Spot ( Family Busienss )Apr 2021 to May 2022
- Middle School - High SchoolJan 2015 to Dec 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 8115695
- Firm CRD
- 104555