Bo Fenella Casson
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.
- Strategic Advisers LLCJan 2026 to now
- Fidelity InvestmentsNov 2025 to now
- University of FloridaAug 2025 to Nov 2025
- The City of Delray BeachMay 2025 to Aug 2025
- University of FloridaFeb 2025 to May 2025
- The Boca Raton Fitness CenterMay 2024 to Feb 2025
- University of FloridaAug 2022 to May 2024
- Raw JuceMay 2022 to Aug 2022
- University of FloridaMay 2021 to May 2022
- Boca Raton Community High SchoolJan 2020 to May 2021
- Ride DelrayJan 2018 to Jan 2020
- Boca Raton Community High SchoolJun 2017 to Jan 2018
- Boca Raton Community Middle SchoolOct 2015 to Jun 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
- 8189573
- Firm CRD
- 104555