Diboo Alex Daniel
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
3 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 InvestmentsMar 2022 to now
- American College of Financial ServicesJun 2021 to Mar 2022
- Charles Schwab & Co., Inc.Jul 2020 to May 2021
- USAA InvestmentsJun 2019 to Jul 2020
- LPL FinancialOct 2018 to May 2019
- Morgan StanleyJul 2018 to Oct 2018
- Self EmployedJan 2018 to Jul 2018
- Kalos Capital, Inc.May 2017 to Jan 2018
- Citizens SecuritiesJun 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 3 states (DE, PA, 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
- 3118923
- Firm CRD
- 104555