Luis Ortiz
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
1 stateRegistered 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 LLCJul 2026 to now
- Fidelity InvestmentsApr 2026 to now
- Cast Castro Painting LLCApr 2026 to Apr 2026
- JP Morgan ChaseApr 2024 to Apr 2026
- Wells FargoOct 2022 to Apr 2024
- UnemployedAug 2022 to Oct 2022
- Norm Reeves HondaMar 2022 to Aug 2022
- Huggins HondaAug 2020 to Feb 2022
- AsburyAug 2018 to Aug 2020
- DillardsMar 2018 to Aug 2018
- UnemployedJan 2018 to Mar 2018
- Pappas RestaurantsMay 2016 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 8257799
- Firm CRD
- 104555