Alex Chisholm
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Alex Chisholm? Claim your profile
Contact this firm
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
- Concierge Wealth StrategistsDec 2021 to Mar 2022
- MML Investors ServicesJun 2019 to Dec 2021
- MassmutualMay 2019 to Dec 2021
- Park Avenue SecuritiesApr 2018 to May 2019
- Guardian Life Insurance CompanyMar 2018 to May 2019
- Westshore Financial GroupMar 2018 to May 2019
- Pruco Securities LLCJun 2017 to Jan 2018
- The Prudential Insurance Company of AmericaJun 2017 to Jan 2018
- UnemployedAug 2016 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law1998
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2006
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
- 3124154
- Firm CRD
- 104555