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Alexandra Miranda

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.

  1. Strategic Advisers LLCMar 2025 to now
  2. Fidelity InvestmentsJun 2023 to now
  3. University of North TexasAug 2021 to May 2023
  4. Fisher InvestmentsJul 2021 to Jun 2022
  5. AmazonJun 2021 to Jun 2021
  6. WalmartJul 2020 to Jul 2020
  7. Dallas CollegeJun 2020 to Jun 2021
  8. Pet Supplies PlusJun 2020 to Jun 2020
  9. US Census BureauMar 2020 to Mar 2020
  10. StarbucksJan 2020 to Mar 2020
  11. University of Texas At DallasAug 2019 to Dec 2019
  12. StarbucksJun 2019 to Jun 2019
  13. I FratmanMay 2019 to May 2019
  14. Dallas CollegeJan 2018 to May 2019
  15. Oak Park SchoolJun 2017 to Jun 2017
  16. ZumiezFeb 2017 to Feb 2018
  17. Papa John'sSep 2013 to Mar 2017

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (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
7774490
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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