Alex Christopher Horley
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4TFirm assets
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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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2021 to now
- Turtle SoupJun 2019 to Jul 2019
- Auberge Resorts CollectionMay 2018 to Jun 2021
- 22 Bowens/ Newport Restaurant GroupMar 2018 to Jul 2018
- Two Ten Oyster BarSep 2017 to Mar 2018
- University of Rhode IslandAug 2017 to Dec 2019
- Dunkin DonutsSep 2016 to May 2017
- SimpaticoMay 2016 to Oct 2017
- Plymouth State UniversityAug 2015 to May 2017
Designations
- CFP® certification
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 (NY, 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
- 7402465
- Firm CRD
- 104555