Alfredo jose Moran
Investment adviser representative at Strategic Advisers LLC
8 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
8 years in the industry.
- Strategic Advisers LLCAug 2025 to now
- Fidelity Brokerage Services LLCOct 2024 to now
- Cafe Moran LLCApr 2024 to Sep 2024
- J.P. Morgan Securities LLCNov 2022 to Apr 2024
- JPMorgan Chase Bank, N.A.Jul 2022 to Nov 2022
- UnemployedJun 2020 to Jun 2022
- Ralphs Grocery CompanyJan 2017 to Apr 2017
- Gosch FordOct 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7665140
- Firm CRD
- 104555