Alexander G. Morella
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4TFirm assets
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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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsSep 2022 to now
- John Hancock Advisers, LLCNov 2018 to Sep 2022
- John HancockDec 2017 to Sep 2022
- John Hancock Funds, LLCDec 2017 to Sep 2022
- NoneOct 2017 to Dec 2017
- Fidelity Brokerage Services LLC.Jul 2015 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 6378131
- Firm CRD
- 104555