Alina Kalfaian
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
1 stateRegistered 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 LLCDec 2025 to now
- Fidelity InvestmentsJun 2022 to now
- Stony Child Development Center, Department of the ArmyNov 2020 to May 2021
- DoordashMay 2020 to Jul 2022
- Kallman Worldwide Inc.Jan 2020 to Sep 2020
- Demarest Farm and Orchard LLCAug 2018 to Dec 2019
- Fordham University Higher Education Opportunity ProgramSep 2017 to May 2019
- Abercrombie & Fitch Co.Jun 2017 to Aug 2017
- Fordham UniversityAug 2016 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7589980
- Firm CRD
- 104555