Bruno Gonzalez
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCApr 2026 to now
- Fidelity InvestmentsJan 2026 to now
- BeelineOct 2025 to Jan 2026
- Pelican Marsh Golf ClubSep 2023 to Oct 2025
- Audi NaplesAug 2023 to Sep 2023
- Golf GalaxyJan 2023 to Aug 2023
- The Saloon Cononut PointSep 2022 to Jan 2023
- CirellasAug 2022 to Dec 2022
- UnemployedDec 2021 to Aug 2022
- Dunkin DonutsSep 2021 to Dec 2021
- United States Marine CorpsSep 2017 to Sep 2021
- UnemployedMay 2017 to Sep 2017
- CulversMar 2017 to May 2017
- UnemployedNov 2015 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- 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
- 8210458
- Firm CRD
- 104555