Alexandre Thomas Mccoy
Investment adviser representative at Strategic Advisers LLC
15 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
15 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2021 to now
- UnemployedApr 2021 to Jun 2021
- Grub HubJul 2020 to Apr 2021
- UnemployedAug 2019 to Jul 2020
- Epic MoversMay 2019 to Aug 2019
- Colorado State UniversityAug 2018 to May 2021
- UnemployedApr 2018 to May 2019
- CutcoFeb 2018 to Apr 2018
- UnemployedJul 2017 to Feb 2018
- Panera BreadJan 2017 to Jul 2017
- Mountain Vista HighschoolAug 2013 to May 2018
- UnemployedApr 2011 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7394271
- Firm CRD
- 104555