Massimo Hoffmann
Investment adviser representative at Strategic Advisers LLC
23 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
23 years in the industry.
- Strategic Advisers LLCJun 2026 to now
- Fidelity InvestmentsDec 2025 to now
- JP Morgan ChaseJun 2025 to Dec 2025
- Greater Nevada Credit UnionJan 2025 to Jun 2025
- UnemployedSep 2024 to Jan 2025
- Bobo's Ski & PatioMay 2024 to Sep 2024
- UnemployedSep 2023 to May 2024
- Bobo's Ski & PatioMay 2023 to Sep 2023
- The Home DepotMay 2022 to Sep 2022
- Tree ServicesMar 2021 to Mar 2021
- UnemployedMar 2003 to May 2023
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NV, 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
- 8210897
- Firm CRD
- 104555