Alisa Arredondo
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 InvestmentsFeb 2024 to now
- N/aOct 2023 to Feb 2024
- Human Investing, LLCMay 2023 to Oct 2023
- StudentApr 2023 to May 2023
- Human Investing, LLCMay 2022 to Apr 2023
- FedexNov 2021 to Aug 2022
- HomegoodsOct 2021 to May 2022
- DoordashMar 2021 to Oct 2021
- StudentJan 2021 to Mar 2021
- HomegoodsOct 2020 to Jan 2021
- George Fox UniversityAug 2019 to Apr 2023
- StudentAug 2019 to Oct 2020
- Santiam River Inc.Jun 2019 to Aug 2019
- J. CrewApr 2019 to Jul 2019
- StudentAug 2018 to Apr 2019
- Santiam River Inc.Jun 2018 to Aug 2018
- StudentAug 2017 to Jun 2018
- AeropostaleJun 2017 to Aug 2017
- Wellness Business and Sports SchoolAug 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (OR, 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
- 7749974
- Firm CRD
- 104555