Alden Lindstrom
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
2 statesRegistered 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 InvestmentsJan 2024 to now
- Bank of AmericaApr 2023 to Dec 2023
- Southern National RoofingFeb 2023 to Mar 2023
- Ukraine Friends Kyiv, Ukr/remoteFeb 2022 to Mar 2023
- WeshieldAug 2021 to Mar 2023
- Northwestern MutualApr 2021 to Aug 2021
- River Landing At Sandy RidgeMay 2017 to Sep 2017
- The Meadows At Walnut CoveApr 2016 to Apr 2021
- UnemployedJan 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7335904
- Firm CRD
- 104555