Oliver
Pertuit
Strategic Advisers LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Oliver Pertuit is a chartered financial analyst working in Denver, Colorado with a total of 6 years of industry experience. Pertuit is an advisor for Strategic Advisers LLC. The advisor has gained experience at Denver Investments, Enercom and Fidelity Investments. Pertuit is registered to work in Colorado. Strategic Advisers LLC is a financial advisory company based out of Boston, MA. The company has a total of 219 employees. It handles $660 billion in assets across its 1,712,300 customer accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advice to 11 charitable organizations. Of its 1,712,300 accounts, 31% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The business offers a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Financial advisory fees typically depend on which services the firm provides the client. Fee types charged by Strategic Advisers LLC can include any combination of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Strategic Advisers LLC Brokerage Details
$659,550,224,982
219
1,712,300
$385,184
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Oliver Pertuit Work History
Oliver has been registered as a financial advisor for 6 years.*
Fidelity Investments
Enercom
Denver Investments
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Oliver Pertuit to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Strategic Advisers LLC
Englewood, CO
Denver, CO
Denver, CO
Boston, MA
Boston, MA
Englewood, CO
Englewood, CO
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
