TrueAdvisor
TrueAdvisor
SS
CFA
SS
CFA

Sait Saraci

Strategic Advisers LLC
26 Years of Experience
Sherman Oaks, CA
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Sait Saraci is a CFA-designated registered investment advisor at Strategic Advisers LLC, based in Sherman Oaks, CA, with 26 years of industry experience. Sait is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B in assets under management.

Strategic Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16982 advisors
Number of Clients
2,401,763 clients
Average Client Portfolio
$570K average
Assets Under Management
$1370.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.85%
$100K - $250K0.80%
$250K+0.70%

Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Sherman Oaks, CA

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
February 2019
Final
Customer Dispute
June 2008
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 7 mos
Fidelity Brokerage Services LLC
August 2023 - Present · 3 yrs 2 mos
Fidelity Brokerage Services LLCBroker
August 2023 - Present · 3 yrs 2 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
October 2023 - March 2025 · 1 yr 5 mos
Ep Wealth Advisors
April 2023 - August 2023 · 4 mos
Centura Wealth Advisory
November 2021 - December 2021 · 1 mo
Bellwether Investment Advisors LLC
September 2020 - July 2023 · 2 yrs 10 mos
Fisher Investments
January 2019 - April 2020 · 1 yr 3 mos
Morgan StanleyBroker
July 2012 - August 2018 · 6 yrs 1 mo
Morgan Stanley
June 2012 - August 2018 · 6 yrs 2 mos
Chase Investment Services CORP.
October 2010 - July 2012 · 1 yr 9 mos
Chase Investment Services CORP.Broker
October 2010 - July 2012 · 1 yr 9 mos
Metlife Securities INC.
November 2007 - October 2010 · 2 yrs 11 mos
Metlife Securities INC.Broker
November 2007 - October 2010 · 2 yrs 11 mos
Securian Financial Services, INC.
September 2003 - November 2007 · 4 yrs 2 mos
Securian Financial Services, INC.Broker
September 2003 - November 2007 · 4 yrs 2 mos
UBS Financial Services INC.Broker
July 2002 - August 2003 · 1 yr 1 mo
UBS Financial Services INC.
July 2002 - August 2003 · 1 yr 1 mo
Merrill Lynch Pierce Fenner & Smith INC.
June 2000 - June 2002 · 2 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2000 - June 2002 · 2 yrs
Dean Witter Reynolds INC.Broker
July 1999 - June 2000 · 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Sherman Oaks, CA →All financial advisors in California →