Julie Patrice Holder
Investment adviser representative at Strategic Advisers LLC
14 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
14 years in the industry.
- Strategic Advisers LLCSep 2026 to now
- Fidelity InvestmentsAug 2024 to now
- UnemployedMay 2024 to Aug 2024
- Dfw Performing Arts ConservatoryAug 2022 to Apr 2024
- Keller IsdJan 2022 to Dec 2022
- Spivey Superior ShuttleNov 2021 to May 2024
- UnemployedJun 2018 to Nov 2021
- Keller IsdAug 2012 to Jun 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
- 8274732
- Firm CRD
- 104555