Alexis Lindsay
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsApr 2022 to now
- Clarity Retail ServicesNov 2019 to Mar 2022
- Self EmployedSep 2019 to Nov 2019
- Gus Perdikakis AssociatesMay 2019 to Nov 2019
- AmazonOct 2018 to Jul 2019
- Reztark Design StudiosMay 2018 to Aug 2018
- Rule Joy Trammel and RubioAug 2017 to Dec 2017
- Dlr GroupJan 2017 to Apr 2017
- University of CincinnatiAug 2014 to May 2019
- KrogerMay 2014 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (KY, OH, 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
- 7539628
- Firm CRD
- 104555