Alan James Bouvin
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2025 to now
- Fidelity Brokerage Services, LLCMay 2020 to now
- Universitat HeidelbergSep 2019 to Mar 2020
- Northern Kentucky UniversityMay 2019 to Aug 2019
- University of CincinnatiMay 2019 to Aug 2019
- Legit Apps, LLCJul 2018 to Aug 2019
- Dominos PizzaSep 2017 to Jan 2018
- Chili's Grill & BarJan 2017 to Mar 2017
- University of KentuckyAug 2016 to May 2020
- Breakout Games - LexingtonAug 2016 to Jun 2017
- Breakout Games - CincinnatiApr 2016 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (KY, 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
- 7255784
- Firm CRD
- 104555