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Alexander Christian Luzaitis

Investment adviser representative at Strategic Advisers LLC
10 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

10 years in the industry.

  1. Strategic Advisers LLCJan 2026 to now
  2. Fidelity InvestmentsApr 2022 to now
  3. ST. Methodios Faith and Heritage CenterMar 2022 to Mar 2022
  4. Metropolis of Boston Basketball LeagueDec 2021 to Mar 2022
  5. St. Demetrios Greek Orthodox ChurchSep 2021 to Mar 2022
  6. Ionian VillageJun 2019 to Aug 2019
  7. University of New HampshireSep 2017 to May 2021
  8. Metropolis of Boston CampJun 2017 to Mar 2022
  9. Bruegger's BagelsOct 2016 to Jun 2017
  10. Wellesley High SchoolSep 2012 to Jun 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 3 states (NJ, 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
7539612
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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