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CFP

Gary Rivano

Strategic Advisers LLC
19 Years of Experience
Mount Pleasant, SC
1 DisclosureBroker
View SEC Summary
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Gary Rivano is a CFP-designated registered investment advisor at Strategic Advisers LLC, based in Mount Pleasant, SC, with 19 years of industry experience. Gary 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
16991 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
—
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Location

Mount Pleasant, SC

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History

Regulatory History (1)
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.
Customer Dispute
August 2022
Denied
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
September 2016 - Present · 10 yrs 1 mo
Fidelity Brokerage Services LLCBroker
September 2016 - Present · 10 yrs 1 mo
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - March 2025 · 6 yrs 8 mos
Strategic Advisers LLC
October 2016 - July 2018 · 1 yr 9 mos
Raymond James & Associates, INC.Broker
September 2016 - September 2016 · 0 mos
Raymond James & Associates, INC.
September 2016 - September 2016 · 0 mos
Deutsche Bank Securities INC.
April 2014 - September 2016 · 2 yrs 5 mos
Deutsche Bank Securities INC.Broker
April 2014 - September 2016 · 2 yrs 5 mos
J.P. Morgan Securities LLC
October 2012 - April 2014 · 1 yr 6 mos
J.P. Morgan Securities LLCBroker
October 2012 - April 2014 · 1 yr 6 mos
Chase Investment Services CORP.
March 2012 - October 2012 · 7 mos
Chase Investment Services CORP.Broker
March 2012 - October 2012 · 7 mos
Strategic Advisers, INC.
July 2008 - June 2011 · 2 yrs 11 mos
Fidelity Brokerage Services LLCBroker
May 2007 - June 2011 · 4 yrs 1 mo
Fidelity Brokerage Services LLCBroker
April 2006 - December 2006 · 8 mos
State Registrations9 states
AZCAFLGAMASCTXUTWA
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.
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