Rockefeller Capital Management
46yrs
Top advisor by experience in Salt Lake City
9yrs
Mina Eisberg
Financial advisor at Strategic Advisers
Mina Eisberg is a fiduciary financial advisor in Salt Lake City, Utah, with 9 years in the industry. After three years at Fidelity Personal and Workplace Advisors and less than a year at Cuna Brokerage Services, Mina joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 1596 advisors with offices in Salt Lake City, and one of 1517 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?More experience than 55% of advisors at Strategic Advisers
OfficeSalt Lake City, UT
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2022 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Aug 2019 – Feb 2020Cuna Brokerage Services, Inc.Previously
- Dec 2017 – Aug 2019Wells Fargo Clearing Services, LLCPreviously
Contact Mina
(617) 563-7000Firm headquarters in Boston, MA. Ask for Mina. Salt Lake City, UTOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Mina
Tailored to Mina’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mina
How do I contact Mina?
Call Strategic Advisers at (617) 563-7000 and ask for Mina Eisberg. Mina works from the Salt Lake City, UT office.
How long has Mina been a financial advisor?
Mina has been in the industry since 2017, about 9 years. More experience than 55% of advisors at Strategic Advisers.
What licenses does Mina hold?
Series 66. Tap any license on this page to see what it allows.
Is Mina a fiduciary?
Mina is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mina paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Mina for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Merrill
45yrs
Top 1% by experience in Salt Lake City
Smedley Financial Services
45yrs
Top advisor by experience at Smedley Financial Services
Raymond James Financial Services Advisors
45yrs
Top 1% by experience in Salt Lake City
Wells Fargo Advisors
45yrs
Top 1% by experience in Salt Lake City
Cottonwood Wealth Strategies
44yrs
Top 1% by experience in Salt Lake City