Alexander Richard Zimmerman
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCSep 2026 to now
- Fidelity InvestmentsSep 2024 to now
- University of Massachusetts AmherstJul 2024 to Sep 2024
- UnemployedJun 2024 to Jun 2024
- University of Massachusetts AmherstJan 2024 to May 2024
- University of Massachusetts AmherstSep 2023 to Dec 2023
- InvestcloudJun 2023 to Aug 2023
- University of Massachusetts AmherstApr 2023 to May 2023
- Big Y FoodsJul 2019 to Mar 2023
- Hampshire Regional High SchoolFeb 2019 to Jun 2019
- Williamsburg Snack BarApr 2018 to Jan 2019
- Hampshire Regional High SchoolJul 2014 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (RI, 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
- 7987035
- Firm CRD
- 104555