Arley
Maldonado Herrera
Strategic Advisers LLC
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About this Advisor
Arley Maldonado Herrera is a financial advisor based in Larkspur, California, working with Strategic Advisers LLC. Arley has previously worked at Charles Schwab & Co., Inc, Charles Schwab Bank, Ssb, Patelco Credit Union, Brooks Brothers, Coach, Raleys, Maldonado Landscaping, and Fidelity Investments. Arley has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Arley is part of Strategic Advisers LLC, which operates in Larkspur, California. The firm has 240 offices and 16,291 employees. Strategic Advisers LLC manages assets totaling $1.1 trillion and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning, portfolio management for individuals, small businesses, investment companies, and institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Strategic Advisers LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Strategic Advisers LLC Brokerage Details
$1,067,664,605,590
16,291
2,486,631
$429,362
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Arley Maldonado Herrera Work History
Fidelity Investments
Fidelity Investments
Charles Schwab & Co., Inc
Charles Schwab Bank, Ssb
Patelco Credit Union
Brooks Brothers
Maldonado Landscaping
Coach
Raleys
Disclosures
Please visit the SEC profile of Arley Maldonado Herrera to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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