Alissa Marie Ilacqua
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2023 to now
- Kendra ScottFeb 2023 to May 2023
- U.S. House of RepresentativesFeb 2023 to May 2023
- U.S. Green Building CouncilJun 2022 to Aug 2022
- University of AmsterdamJan 2022 to May 2022
- Self-employedAug 2021 to Dec 2021
- Viva VitaMay 2021 to Aug 2021
- Kla BoutiqueMay 2021 to Jul 2021
- Kla BoutiqueJun 2020 to Aug 2020
- The George Washington UniversityAug 2019 to May 2023
- Kla BoutiqueNov 2018 to Jul 2019
- Southern SugarMay 2018 to Aug 2018
- Nation Ford High SchoolAug 2015 to May 2019
- Fort Mill School DistrictMay 2013 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7776259
- Firm CRD
- 104555