Elia Margarita Diaz
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 InvestmentsMay 2026 to now
- FlagstarMay 2025 to Apr 2026
- SafespaceJan 2025 to May 2025
- The GooganOct 2024 to Jan 2025
- Edfed Credit UnionAug 2024 to Oct 2024
- Hope for MiamiFeb 2024 to Aug 2024
- UnemployedDec 2023 to Feb 2024
- Florida International UniversityMar 2023 to Dec 2023
- UnemployedDec 2022 to Mar 2023
- The Howling RoosterJul 2022 to Dec 2022
- Keller WilliamsJul 2022 to Sep 2022
- Indian River State CollegeApr 2022 to Jul 2022
- The GooganDec 2021 to Apr 2022
- Cleveland ClinicJul 2021 to Dec 2021
- Kavasutra Kava BarJun 2021 to Jul 2021
- Millers Ale HouseApr 2021 to Jun 2021
- Dunkin DonutsSep 2020 to Apr 2021
- Taj Indian RestaurantFeb 2020 to Sep 2020
- UnemployedAug 2019 to Feb 2020
- Club Pure PreschoolMay 2019 to Aug 2019
- UnemployedJan 2016 to May 2019
Exams passed
- 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
- 8270120
- Firm CRD
- 104555