Alvariana Anai Gonzalez
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCSep 2025 to now
- Fidelity InvestmentsAug 2025 to now
- EquitableApr 2023 to Aug 2025
- Gelfand Rennert & Feldman LLCApr 2022 to May 2023
- Usc Marshall ItMay 2021 to May 2022
- Usc La CasaOct 2019 to Mar 2020
- University of Southern CaliforniaAug 2019 to May 2022
- HollisterMay 2019 to Aug 2019
- Rvcc Academic Support CenterSep 2018 to May 2019
- Raritan Valley Community CollegeSep 2017 to May 2019
- Rvcc Office of Multicultural AffairsSep 2017 to May 2018
- UnemployedJun 2017 to Sep 2017
- Piscataway High SchoolSep 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7723389
- Firm CRD
- 104555