Steven Duenas
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 LLCSep 2026 to now
- Fidelity InvestmentsJul 2026 to now
- UnemployedJun 2026 to Jul 2026
- MassmutualJan 2026 to Jun 2026
- UnemployedJun 2024 to Jan 2026
- University of California, IrvineSep 2022 to Jun 2024
- Philippe the OriginalJun 2022 to Sep 2022
- University of California, IrvineJun 2021 to Jun 2022
- Philippe the OriginalMar 2021 to Jun 2021
- University of California, IrvineJan 2021 to Mar 2021
- Philippe the OriginalJun 2020 to Jan 2021
- University of California, IrvineJul 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 8210186
- Firm CRD
- 104555