Carlos Alejandro Massana
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCApr 2026 to now
- Fidelity InvestmentsJan 2022 to now
- Peter MillarAug 2021 to Jan 2022
- Civitas InstituteJun 2020 to Aug 2020
- TargetFeb 2020 to Aug 2021
- Orange County Board of ElectionsJan 2020 to Nov 2020
- EpilogueNov 2019 to Feb 2020
- University of North CarolinaAug 2019 to Dec 2021
- UnemployedJun 2019 to Nov 2019
- Barnes & NobleNov 2018 to Jun 2019
- Wake County Board of ElectionsSep 2018 to Nov 2018
- Harris TeeterFeb 2018 to Nov 2018
- Wake Technical Community CollegeJan 2018 to May 2019
- UnemployedSep 2017 to Jan 2018
- University of Puerto RicoJun 2017 to Aug 2017
- University of Puerto RicoAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7499081
- Firm CRD
- 104555