Alexis Webber-mccollaum
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
3 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
13 years in the industry.
- Strategic Advisers LLCAug 2025 to now
- Fidelity InvestmentsJul 2025 to now
- Signed ManagementMay 2025 to Jul 2025
- New York Life Insurance CompanyNov 2024 to Jun 2025
- Aashka Dance CompanyOct 2024 to Jun 2025
- TargetOct 2024 to Dec 2024
- UnemployedSep 2024 to Sep 2024
- Busan University of Foreign StudiesSep 2022 to Aug 2024
- Pai Chai UniversitySep 2021 to Aug 2022
- UnemployedAug 2021 to Aug 2021
- TargetDec 2020 to Jul 2021
- Wal-martJun 2020 to Sep 2020
- University of Massachusetts AmherstSep 2017 to May 2021
- Lou's Restaurant and BakeryMay 2017 to Feb 2019
- Hanover High SchoolSep 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, 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
- 7999455
- Firm CRD
- 104555