Alvin J Rudder
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.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2021 to now
- Regal Investment Advisors, LLCMar 2020 to Jul 2021
- Regulus, LLCMar 2020 to Jul 2021
- W&s Brokerage ServicesNov 2019 to Feb 2020
- Western Southern LifeOct 2019 to Feb 2020
- Trade TechJul 2019 to Oct 2019
- Tradesmen InternJul 2019 to Oct 2019
- Brand ElectricApr 2019 to Jul 2019
- Dave Taylor ElectricOct 2017 to Apr 2019
- Home DepotMay 2017 to Oct 2017
- Asset Management StrategiesApr 2017 to Nov 2019
- LPL Financial LLCDec 2016 to Aug 2017
- Bluesafe FinancialDec 2016 to May 2017
- UnemployedMay 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (IN, 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
- 6736383
- Firm CRD
- 104555