Alec Garza
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2022 to now
- Safelite AutoglassJan 2021 to Jun 2022
- UnemployedOct 2020 to Jan 2021
- The Marq SouthlakeJul 2020 to Oct 2020
- UnemployedJan 2020 to Jul 2020
- The Cheesecake FactoryNov 2019 to Jan 2020
- UnemployedJan 2019 to Nov 2019
- Chuy's Tex-mexJan 2018 to Jan 2019
- UnemployedAug 2017 to Jan 2018
- WingstopMay 2017 to Aug 2017
- Timber Creek High SchoolAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
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
- 7801221
- Firm CRD
- 104555