Alexis Tucker
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Alexis Tucker? 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsFeb 2024 to now
- UnemployedNov 2023 to Feb 2024
- Northwestern Mutual Investment Services LLCJul 2023 to Nov 2023
- Northwestern Mutual Life Insurance CompanyMay 2023 to Nov 2023
- Northwestern Mutual Wealth Management CompanyMay 2023 to Nov 2023
- UnemployedMar 2023 to May 2023
- Nexgen Financial GroupJun 2021 to Aug 2021
- Massmutual Tri StateMar 2021 to Mar 2023
- Heart To Hearts, IncMay 2020 to Mar 2021
- Rutgers Business SchoolSep 2019 to Jan 2022
- UnemployedApr 2019 to May 2020
- Rutgers School of Arts and SciencesSep 2018 to May 2019
- Tgi FridaysSep 2017 to Apr 2019
- StudentSep 2017 to May 2018
- UnemployedJul 2017 to Sep 2017
- Moorpark Community CollegeSep 2015 to May 2017
- Tgi FridaysMar 2015 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 7172501
- Firm CRD
- 104555