Tiffany Ali
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCJul 2025 to now
- Fidelity InvestmentsJun 2025 to now
- JPMorgan Securities LLCJul 2021 to Jun 2025
- JPMorgan Chase BankJul 2021 to Sep 2022
- The Online Drop ShopJan 2021 to Dec 2021
- Costas ConstructionJun 2020 to May 2021
- Bmw of Mount KiscoDec 2019 to Jun 2020
- CarmaticJul 2019 to Nov 2019
- Tesla MotorsMar 2018 to Jun 2019
- Bmw of WestchesterSep 2017 to Mar 2018
- Ez PassJul 2017 to Sep 2017
- Lemac PharmacyAug 2016 to Jul 2017
- Westchester Community CollegeSep 2015 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (CT, 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
- 7417597
- Firm CRD
- 104555