Ali Emir Gumus
Investment adviser representative at Strategic Advisers LLC
9 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
9 years in the industry.
- Strategic Advisers LLCOct 2025 to now
- Fidelity InvestmentsSep 2025 to now
- UnemployedAug 2025 to Sep 2025
- Equitable AdvisorsMay 2023 to Jul 2025
- Office of Senator Mike Braun In the U.S. SenateMay 2022 to Jun 2022
- Cackleberries RestaurantApr 2020 to Aug 2023
- Depauw UniversityAug 2019 to May 2023
- UnemployedJun 2019 to Jul 2019
- South Vigo High SchoolAug 2018 to May 2019
- UnemployedJun 2018 to Jul 2018
- Gateway High SchoolAug 2017 to May 2018
- UnemployedMay 2017 to Jul 2017
- Watauga High SchoolAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (IN, 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
- 7747709
- Firm CRD
- 104555