Alexandra Elise Freimark
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 LLCOct 2025 to now
- Fidelity InvestmentsAug 2024 to now
- Miami UniversityAug 2022 to May 2024
- Woods Hole Golf ClubMay 2021 to Aug 2023
- University of Colorado BoulderAug 2020 to Aug 2022
- Peace, Love, and Little DonutsMar 2020 to Feb 2021
- The Captain KiddMay 2018 to Aug 2018
- Freimark and AssociatesMar 2017 to Aug 2024
- Saint Ursula AcademyAug 2016 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 7974912
- Firm CRD
- 104555