Natnael Alem
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCDec 2025 to now
- Fidelity InvestmentsNov 2025 to now
- Uber EatsJun 2025 to Nov 2025
- Northwestern Mutual Investment Services LLCApr 2025 to Jun 2025
- UnemployedFeb 2025 to Apr 2025
- Fidelity InvestmentsJun 2024 to Feb 2025
- UnemployedAug 2023 to Jun 2024
- Uber EatsMay 2023 to Aug 2023
- James Madison UniversitySep 2022 to May 2023
- RipplematchMay 2022 to Sep 2022
- UnemployedAug 2021 to May 2022
- Uber EatsMay 2021 to Aug 2021
- UnemployedApr 2020 to May 2021
- Yolove Frozen YogurtJun 2019 to Apr 2020
- UnemployedSep 2017 to Jun 2019
- TargetJun 2017 to Sep 2017
- UnemployedNov 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 7947372
- Firm CRD
- 104555