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Erin Rosemarie Ortmeier

Strategic Advisers LLC

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About Erin Rosemarie Ortmeier

Erin Rosemarie Ortmeier is an Investment Advisor Representative at Strategic Advisers LLC. Erin is registered with the state of Colorado and Texas. Erin is active in the Investment Advisor industry and has been registered with the state of Colorado since November 10, 2014. Erin holds the Series 65 license, having passed the Uniform Investment Adviser Law Examination on November 10, 2014. Strategic Advisers LLC is a Registered Investment Adviser with its main office located in Boston, Massachusetts. They are a provider of model portfolios. They have approximately 824,740,096,815 USD of total regulatory assets under management and 1,965,880 accounts.

Firm Information

Erin Ortmeier is currently registered with Strategic Advisers LLC. Strategic Advisers LLC is a Boston, Massachusetts-based firm that provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also offer model portfolios and select other advisors for clients. The firm manages over $824 billion in assets for a diverse client base, including individuals, high-net-worth individuals, corporations, insurance companies, investment companies, pension plans, and charitable organizations. They also manage proprietary test accounts and FIWA for model portfolios.
Strategic Advisers LLC

155 SEAPORT BLVD

BOSTON, MA 02210-2698

$824.74B

Assets Under Management

3

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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provider of model portfolios

Provider of model portfolios

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of revenue from affiliates

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Erin Ortmeier’s Registration & Firm History

CO

05/25/2023 - Present

Strategic Advisers LLC (DENVER CO)

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Licenses & Designations

IA

Issued 11/10/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Erin Rosemarie Ortmeier.
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