Yaroslav Dunlap
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.
- Strategic Advisers LLCMay 2026 to now
- Fidelity InvestmentsOct 2025 to now
- Self EmployedJun 2025 to Oct 2025
- UnemployedOct 2024 to Jun 2025
- T-mobileNov 2021 to Oct 2024
- UnemployedOct 2021 to Nov 2021
- Angi Home Services Inc.Aug 2021 to Oct 2021
- Allied UniversalAug 2018 to Aug 2021
- UnemployedFeb 2017 to Aug 2018
- At&tOct 2016 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 8180878
- Firm CRD
- 104555