Alan Fisher
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Alan Fisher? 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 LLCJun 2025 to now
- Fidelity InvestmentsApr 2025 to now
- Persei (LLC)Jan 2023 to Apr 2025
- JPMorgan Chase Bank, N.A.May 2021 to Jun 2023
- J.P. Morgan Securities LLCMay 2021 to May 2021
- TD Ameritrade Services Co., IncJan 2021 to Apr 2021
- TD Ameritrade, IncJan 2021 to Apr 2021
- Best BuyOct 2020 to Jan 2021
- UnemployedAug 2020 to Sep 2020
- Asi Signage InnovationsFeb 2020 to Jul 2020
- UnemployedJan 2020 to Jan 2020
- Three Part AdvisorsMay 2018 to Aug 2019
- Tapingo Inc.Mar 2018 to May 2019
- Oklahoma State UniversityAug 2015 to Dec 2019
- KohlsJun 2015 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2025
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
- 7331265
- Firm CRD
- 104555