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Rene Padilla Casis

Strategic Advisers LLC

San Francisco, CA

San Francisco, CA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-27
  • CA RA
    APPROVED
    Since 2026-01-27

Branch Locations

100 California St Suite 1200, San Francisco, CA 94111-4517 • United States

San Francisco, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed San Francisco CA 04/2016 09/2016
Lvh Mill Valley CA 09/2016 04/2017
55 Capital Partners Mill Valley CA 04/2017 11/2017
American Century Investment Services, Inc. Kansas City MO 01/2018 07/2025
Strategic Advisers San Francisco CA 07/2025 Present
  • 04/2016 → 09/2016
    Unemployed
    San Francisco, CA
  • 09/2016 → 04/2017
    Lvh
    Mill Valley, CA
  • 04/2017 → 11/2017
    55 Capital Partners
    Mill Valley, CA
  • 01/2018 → 07/2025
    American Century Investment Services, Inc.
    Kansas City, MO
  • 07/2025 → Present
    Strategic Advisers
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-27
S63 Uniform Securities Agent State Law Examination 2005-10-31
  • S65 Uniform Investment Adviser Law Examination
    2026-01-27
  • S63 Uniform Securities Agent State Law Examination
    2005-10-31

View on SEC IAPD

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Other Investors

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JOHN HUGH MCDEVITT
JOSEPH WADE PITTS
MARK ALLAN ANDERSON
RALPH MELVILLE DRYBROUGH
PAUL ROBERT TOUCHSTONE
Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA
YIHENG CAPITAL MANAGEMENT, L.P. · SAN FRANCISCO, CA

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