Alexander Sacco
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 LLCMar 2025 to now
- Fidelity InvestmentsFeb 2022 to now
- UnemployedNov 2021 to Feb 2022
- Gray & Creech Office SolutionsJul 2021 to Nov 2021
- 5 Star Design Window Tinting & GraphicsFeb 2021 to Oct 2021
- Pest and Termite ConsultantsAug 2020 to Feb 2021
- Brasa Brazilian SteakhouseSep 2019 to Aug 2020
- Runnit Inc.Sep 2018 to Jun 2019
- Acquire NcJul 2018 to Oct 2018
- Traditions In TileApr 2017 to Jun 2018
- Belk, Inc.Nov 2016 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7512127
- Firm CRD
- 104555