Sydney Noelle Gonzalez
Investment adviser representative at Strategic Advisers LLC
18 yearsExperience
1 stateRegistered 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
18 years in the industry.
- Strategic Advisers LLCDec 2025 to now
- Fidelity InvestmentsJun 2025 to now
- Self EmployedFeb 2024 to Apr 2025
- Centre CollegeMay 2021 to Jun 2025
- Sports Performance Volleyball ClubMay 2021 to Jul 2021
- Aurora Central CatholicMay 2017 to Jun 2021
- Hinckley Big RockAug 2008 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 8116171
- Firm CRD
- 104555