Alexis Garside
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsApr 2022 to now
- Kimball's Cav'ernJul 2021 to Apr 2022
- Southern New Hampshire University SnhuAug 2020 to May 2022
- T-bones/cactus JacksJan 2020 to Jan 2020
- University of New HampshireAug 2019 to May 2020
- American Eagle OutfittersJun 2019 to May 2022
- New Hampshire Technical Institute NhtiJun 2016 to May 2019
- Sas Retail ServicesFeb 2016 to Jul 2017
- Acosta Sales and MarketingMay 2015 to Mar 2022
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 (NH, 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
- 7546900
- Firm CRD
- 104555