Alex Caputo
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 LLCMar 2025 to now
- Fidelity InvestmentsSep 2024 to now
- Bj's Wholesale ClubJun 2023 to Aug 2024
- Full-time EducationFeb 2023 to Jun 2023
- Bj's Wholesale ClubJun 2022 to Aug 2022
- Gentle Giant Moving CompanyMay 2020 to Feb 2023
- Full-time EducationJan 2020 to May 2020
- FedexDec 2019 to Jan 2020
- Full-time EducationAug 2019 to Dec 2019
- Town of MiltonMay 2019 to Aug 2019
- Full-time EducationAug 2018 to May 2019
- Cunningham PoolMay 2017 to Aug 2018
- Full-time EducationAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 7987127
- Firm CRD
- 104555