Alex D. Olteanu
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 LLCJul 2025 to now
- Fidelity InvestmentsDec 2024 to now
- Bridgeway AnalyticsFeb 2024 to Nov 2024
- Tulane UniversityAug 2023 to Feb 2024
- Linden LabJun 2023 to Aug 2023
- Tulane UniversityAug 2022 to Jun 2023
- Rota IndustriesMay 2022 to Aug 2022
- Tulane UniversitySep 2021 to Apr 2022
- Triumph GymnasticsJun 2021 to Aug 2021
- Tulane UniversityAug 2020 to Jun 2021
- Port Washington Yacht ClubJun 2020 to Aug 2020
- Stuyvesant High SchoolSep 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 8023101
- Firm CRD
- 104555