Geovana Costa freitas
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 LLCAug 2026 to now
- Fidelity InvestmentsMay 2026 to now
- UnemployedDec 2025 to Apr 2026
- JPMorgan ChaseOct 2024 to Oct 2025
- Florida Atlantic UniversityAug 2024 to Dec 2025
- UnemployedJun 2024 to Oct 2024
- Corporate Billing LLCMay 2024 to Jun 2024
- Marx OpticalFeb 2024 to May 2024
- JPMorgan ChaseMar 2022 to Dec 2023
- UnemployedFeb 2022 to Feb 2022
- Palm Beach State CollegeAug 2021 to May 2024
- Tip Top Check Cashing IncAug 2021 to Jan 2022
- WawaApr 2021 to Aug 2021
- Dunkin'Mar 2020 to Apr 2021
- Boca Raton Community High SchoolAug 2017 to Aug 2021
- Boca Raton Community Middle SchoolApr 2017 to Aug 2017
- UnemployedDec 2016 to Apr 2017
- Colegio Marista Sao JoseMay 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 8272734
- Firm CRD
- 104555