Edward Cartagena
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.
- Strategic Advisers LLCMar 2026 to now
- Fidelity InvestmentsOct 2025 to now
- UnemployedMay 2025 to Oct 2025
- The Pennsylvania State UniversityAug 2024 to May 2025
- Cinch Home ServicesMay 2024 to Aug 2024
- The Pennsylvania State UniversityAug 2023 to May 2024
- Ec Furniture Specialist Corp 1May 2023 to Aug 2023
- The Pennsylvania State UniversityAug 2022 to May 2023
- UnemployedMay 2022 to Aug 2022
- The Pennsylvania State UniversityAug 2021 to May 2022
- UnemployedMay 2021 to Aug 2021
- St.thomas Aquinas High SchoolAug 2020 to May 2021
- Plantation Eatery LLCJun 2020 to Aug 2020
- St.thomas Aquinas High SchoolAug 2019 to Jun 2020
- UnemployedMay 2019 to Aug 2019
- St.thomas Aquinas High SchoolDec 2018 to May 2019
- Chaminade-madonna College Preparatory SchoolAug 2018 to Dec 2018
- UnemployedMay 2018 to Aug 2018
- St.thomas Aquinas High SchoolAug 2017 to May 2018
- UnemployedMay 2017 to Aug 2017
- St.gregory Catholic SchoolAug 2016 to May 2017
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
- 8180875
- Firm CRD
- 104555