Alexander Brea
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Strategic Advisers LLCMay 2026 to now
- Fidelity InvestmentsMay 2026 to now
- Fisher InvestmentsApr 2025 to Apr 2026
- Charles Schwab & Co., Inc.Nov 2021 to Apr 2025
- Charles Schwab Bank, SsbNov 2021 to Apr 2025
- Desert Financial Credit UnionJan 2020 to Oct 2021
- Desert Financial Wealth ManagementJan 2020 to Oct 2021
- Raymond James Financial Services Advisors, Inc.Jan 2020 to Oct 2021
- Raymond James Financial Services, Inc.Jan 2020 to Oct 2021
- Bank of America, N.A.Jul 2014 to Jan 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2014 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6329251
- Firm CRD
- 104555