Alec Thompson
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsApr 2022 to now
- Mcalister's DeliMar 2021 to Mar 2022
- Nothing Bundt CakesDec 2020 to Jan 2021
- Bad Daddy's Burger BarJun 2020 to Nov 2020
- Bad Daddy's Burger BarDec 2019 to Jan 2020
- Applebee's Bar and GrillOct 2019 to Apr 2020
- GamestopOct 2019 to Oct 2019
- Bad Daddy's Burger BarMay 2019 to Aug 2019
- Big 5 Sporting GoodsDec 2018 to Jan 2019
- University of WyomingAug 2018 to Dec 2021
- Big 5 Sporting GoodsAug 2017 to Aug 2018
- Quality RenovationsJul 2017 to Aug 2017
- Longmont High SchoolAug 2014 to May 2018
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 (CO, 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
- 7539098
- Firm CRD
- 104555