Arjun Verma
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 LLCApr 2026 to now
- Fidelity InvestmentsOct 2025 to now
- Rock Solid RemodelingApr 2025 to Aug 2025
- Thomas More UniversityMar 2023 to Oct 2025
- Montgomery CollegeJan 2022 to Feb 2023
- Virginia Polytechnic and State UniversityAug 2021 to Dec 2021
- Self EmployedJun 2021 to Oct 2024
- Montgomery CollegeJan 2021 to May 2021
- Virginia Polytechnic and State UniversityAug 2020 to Dec 2020
- UnemployedJun 2020 to Jul 2020
- Winston Churchill High SchoolAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (KY, 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
- 8183822
- Firm CRD
- 104555