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Anthony Diaz

Investment adviser representative at Strategic Advisers LLC
9 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

9 years in the industry.

  1. Strategic Advisers LLCJan 2026 to now
  2. Fidelity InvestmentsSep 2025 to now
  3. UnemployedJan 2025 to Sep 2025
  4. BiofronteraDec 2024 to Jan 2025
  5. UnemployedSep 2024 to Dec 2024
  6. EvolusJan 2019 to Sep 2024
  7. Aclaris TherapeuticsOct 2017 to Jan 2019
  8. Kavo Kerr DentalDec 2016 to Oct 2017
  9. Stephanie Diaz Pa, Diaz SmileApr 2016 to Dec 2016

Exams passed

  • 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
8164985
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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