Vikas K. Bobba
Investment adviser representative at Strategic Advisers LLC
23 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
23 years in the industry.
- Strategic Advisers LLCDec 2025 to now
- Fidelity InvestmentsAug 2025 to now
- UnemployedMay 2025 to Aug 2025
- Active Play EducationAug 2024 to May 2025
- Fidelity InvestmentsJun 2024 to Aug 2024
- Georgetown University Management DepartmentMay 2024 to Jul 2024
- Active Play EducationAug 2022 to May 2024
- UnemployedJul 2022 to Aug 2022
- First Republic BankMay 2022 to Jul 2022
- Southern Methodist University Football TeamAug 2021 to May 2022
- Ballout Immigration Law OfficeJun 2021 to Aug 2021
- Copenhagen Bakery and CafeJun 2020 to Aug 2021
- Crystal Springs Uplands SchoolAug 2017 to Jun 2020
- Hillsborough School District (crocker and North)Sep 2003 to Aug 2017
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
- 8152020
- Firm CRD
- 104555