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Destin X. Pagan

Investment adviser representative at Strategic Advisers LLC
10 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

10 years in the industry.

  1. Strategic Advisers LLCMar 2026 to now
  2. Fidelity InvestmentsOct 2025 to now
  3. UnemployedAug 2025 to Oct 2025
  4. Soliant HealthJul 2024 to Aug 2025
  5. UnemployedMay 2024 to Jul 2024
  6. Clean EatzJan 2024 to May 2024
  7. UnemployedAug 2022 to Jan 2024
  8. Teikoku RestaurantMay 2022 to Aug 2022
  9. UnemployedAug 2021 to May 2022
  10. La Porta RestauranteJun 2021 to Aug 2021
  11. UnemployedJan 2020 to Jun 2021
  12. Iron Hill RestaurantSep 2019 to Jan 2020
  13. UnemployedSep 2015 to Sep 2019

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (SC, 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
8176021
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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