Edward Tencza

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2022 → 07/2025
  Aspect Wealth Management
  San Antonio, TX
• 02/2015 → 02/2019
  Xza Works
  Boerne, TX
• 02/2019 → 10/2021
  Odyssey Engines
  Miami, FL
• 07/2025 → Present
  Fidelity Investments
  Austin, TX
• 10/2021 → 07/2022
  Xza Works
  Boerne, TX

Previous Registrations

• 2023-06-29 → 2025-07-17
  Cetera Investment Advisers Llc
  San Antonio, TX
• 2023-06-09 → 2023-06-29
  Cetera Wealth Services, Llc
  San Antonio, TX
• 2006-07-06 → 2012-09-07
  Advisors Asset Management, Inc.
  San Antonio, TX
  Boerne, TX
  San Antonio, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-05-09
• S63 Uniform Securities Agent State Law Examination
  1996-05-10

Other Names

• Chip Tencza
• Edward Andrew Tencza