Riley Dobson Alexander
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
3 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2021 to now
- 21st Mortgage CorporationMar 2021 to May 2021
- Full Time Education (university of Tennesse)Aug 2020 to Jun 2021
- Full Time Education (university of Tennessee)Aug 2019 to Jun 2020
- Phillips and Jordan, Inc.Jun 2019 to Aug 2019
- YmcaFeb 2019 to Mar 2021
- Full Time Education (university of Tennessee)Aug 2018 to Jun 2019
- Andrew Johnson BankJun 2018 to Aug 2018
- Full Time Education (university of Tennessee)Aug 2017 to Jun 2018
- UnemployedJun 2017 to Aug 2017
- Full Time Education (greeneville High School)Jun 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (NC, TN, 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
- 7401496
- Firm CRD
- 104555