Alan Quezada santillan
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJan 2022 to now
- Northwestern Mutual Investment Services LLCSep 2021 to Jan 2022
- Northwestern Mutual Life Insurance CompanyAug 2021 to Jan 2022
- UnemployedMay 2021 to Aug 2021
- Wells FargoSep 2019 to Apr 2021
- UnemployedJul 2019 to Aug 2019
- University of California San Francisco Medical CenterJan 2019 to Jun 2019
- Starbucks CoffeeSep 2013 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7410726
- Firm CRD
- 104555