Alyssa Nanosky
Investment adviser representative at Strategic Advisers LLC
14 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
14 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2021 to now
- StarwoodAug 2020 to Dec 2020
- Brookfield PropertiesJul 2019 to Jul 2020
- StarwoodJun 2018 to Aug 2018
- Avison YoungJul 2017 to Sep 2017
- Marcus and MillichapSep 2016 to Dec 2016
- Boston UniversityJan 2016 to May 2019
- Janus Hotels and ResortsMay 2012 to Feb 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7361847
- Firm CRD
- 104555