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Alastair Ipapo

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.

  1. Strategic Advisers LLCApr 2026 to now
  2. Fidelity InvestmentsMar 2026 to now
  3. UnemployedJan 2026 to Mar 2026
  4. Kairos Investment Management CompanyOct 2025 to Jan 2026
  5. UnemployedJan 2025 to Oct 2025
  6. JPMorgan ChaseSep 2016 to Jan 2025

Exams passed

  • Series 66 · Uniform Combined State Law2011

State registrations

Registered as an investment adviser representative in 2 states (CA, 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
5825509
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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