Alexa Alchevsky
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsAug 2024 to now
- New Realm BrewingJul 2024 to Sep 2024
- The Charleston BatteryAug 2023 to Sep 2024
- The Brewlab CharlestonJun 2022 to Jun 2024
- Wando High SchoolAug 2021 to Jun 2024
- Cross High SchoolAug 2020 to Jun 2021
- Manning High SchoolAug 2019 to Jun 2020
- Teach for America South CarolinaJun 2019 to Jan 2022
- Applebee'sJan 2019 to Jun 2019
- StudentAug 2018 to Jan 2019
- Wilkes-barre Area School DistrictMay 2018 to Aug 2018
- Kline Construction CompanyJun 2015 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (SC, 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
- 7978357
- Firm CRD
- 104555