Vanessa Taleen Lorden
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
3 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 LLCMay 2026 to now
- Fidelity InvestmentsJan 2026 to now
- NasuniSep 2024 to Jan 2026
- Boston University School of MedicineMay 2023 to Mar 2024
- Eagles RealtyNov 2022 to Jan 2026
- Town of MiltonJun 2022 to Sep 2022
- Lower Mills TavernJun 2022 to Aug 2022
- Triple Sharp Venture Engineering LLCJun 2022 to Aug 2022
- NeurodexJun 2021 to Aug 2021
- Boston CollegeAug 2020 to May 2024
- Town of MiltonJun 2020 to Sep 2020
- Coffee Break CafeDec 2018 to Jul 2019
- Milton High SchoolSep 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 3 states (MA, RI, 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
- 8215805
- Firm CRD
- 104555