Alyssa Demi Munoz-vella
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsApr 2021 to now
- Goosehead InsuranceMar 2021 to Mar 2021
- UnemployedOct 2020 to Feb 2021
- TD AmeritradeAug 2020 to Oct 2020
- UnemployedApr 2020 to Jul 2020
- Amino TransportJul 2019 to Mar 2020
- JP Morgan ChaseMar 2019 to Jul 2019
- Self-employedJan 2014 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7284060
- Firm CRD
- 104555