Alexa Phillips
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsNov 2021 to now
- Cetera Investment Advisers LLCJul 2021 to Nov 2021
- Cetera Investment Services LLCJul 2021 to Nov 2021
- UnemployedMar 2021 to Jun 2021
- Usi Advisors, Inc.Jul 2018 to Mar 2021
- Usi Consulting Group, Inc.Jul 2018 to Mar 2021
- Usi Securities, Inc.Jul 2018 to Mar 2021
- UnemployedMay 2018 to Jul 2018
- PNC Capital Advisors, LLCOct 2016 to May 2018
- PNC Funds Distributor, LLCOct 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1673709
- Firm CRD
- 104555