Alice Molloy Pugh
Investment adviser representative at Strategic Advisers LLC
19 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
19 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2024 to now
- UnemployedMay 2024 to Jul 2024
- Fidelity InvestmentsJun 2023 to Aug 2023
- Pearlz Oyster BarJan 2023 to May 2024
- Kitty Hawk KitesMay 2022 to Aug 2022
- Loudoun School of BalletJun 2021 to Aug 2021
- Club PilatesMay 2021 to Jan 2022
- Tory BurchNov 2020 to Jan 2021
- University of South CarolinaAug 2020 to May 2024
- The Lucky KnotAug 2019 to Aug 2020
- Barre & PointeAug 2017 to Aug 2019
- Loudoun County Public SchoolsSep 2007 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7963456
- Firm CRD
- 104555