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Mario Frank Depasquale

Investment adviser representative at Strategic Advisers LLC
10 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

10 years in the industry.

  1. Strategic Advisers LLCJan 2026 to now
  2. Fidelity InvestmentsAug 2025 to now
  3. Andrews Property Management IncJul 2025 to Jul 2025
  4. UnemployedJan 2025 to Jun 2025
  5. John HancockMay 2024 to Dec 2024
  6. UnemployedJan 2024 to Apr 2024
  7. Briguglio Construction IncJul 2023 to Aug 2023
  8. Marvel Frozen Dairy Inc.Jul 2020 to Dec 2023
  9. UnemployedSep 2019 to Jun 2020
  10. Department of Community Activities Summer ProgramJun 2019 to Aug 2019
  11. UnemployedJan 2015 to Jun 2019

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (NY).

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
8152056
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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