Alhajie Kwasi Dumbuya
Investment adviser representative at Strategic Advisers LLC
14 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
14 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2020 to now
- Marco's PizzaJan 2020 to Jul 2020
- Fc DallasJul 2019 to Nov 2019
- Pizza HutApr 2019 to Jun 2019
- Baylor UniversityAug 2017 to May 2019
- Baylor University- SodexoAug 2017 to May 2019
- Northgate Country ClubApr 2017 to Aug 2017
- Boot BarnFeb 2017 to May 2017
- The Liberty BellAug 2016 to Dec 2016
- Olive GardenNov 2015 to Nov 2016
- Stephen F Austin State UniversityAug 2012 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7278592
- Firm CRD
- 104555